Settings and activity
3 results found
-
303 votes
Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.
We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.
When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.
Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
With that in mind, there isn’t any…
An error occurred while saving the comment 
Julian Tomsett
supported this idea
·
-
87 votes
Hi everyone, our product team are looking for partners to take part in a beta for partnership tax for ordinary partnerships. If you have any clients you think would be suitable, please fill out this expression of interest form and our team will be in touch. Thanks!
An error occurred while saving the comment Julian Tomsett
commented
Thank you for this update.
We do though really need to know if the ability to prepare SA800 forms will be in place by 31 January 2024, so that we can plan alternative software if required.Julian Tomsett
supported this idea
·
-
67 votesJulian Tomsett
supported this idea
·
Hubdoc is able to extract bank statement data and convert to csv file for supported US and Canadian banks.
It would be incredibly useful to have this for UK banks as well.