Settings and activity

4 results found

1. Hubdoc - Extract all line item details including inventory items

   225 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   17 comments  ·  Contacts & documents » Hubdoc  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.

   We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;

   • Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish 
   • Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
   • Improved the accuracy of the supplier 

   Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If you do need more specialised line item extraction we'd recommend exploring apps in the Xero App Store.

   Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.

   We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;

   • Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish 
   • Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
   • Improved the accuracy of the supplier 

   Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If… more

   Sebastian Naumann supported this idea  ·  09 August, 2024
   An error occurred while saving the comment
   Sebastian Naumann commented  ·  09 August, 2024  ·  Edit…  ·  delete…

   We need this ASAP. I already asked Vic.AI, but they want too much money for an implementation.

   GET ON IT!!!!

   Save Submitting...

2. Email Settings - Customise style

   •  

   •  

   •  

   •  

   •  

   •  

   •  

   101 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  29 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Sebastian Naumann supported this idea  ·  03 July, 2024

3. Xero Mail - Send as @company-name.com not message-service@post.xero.com

   481 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   453 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.

   We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.

   As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.

   We’d really appreciate your input on the following questions, either on the idea here, or by reacting to our update and sharing your internal feedback;

   • Within your Xero account would you want multiple Users to be able to manage custom email domain settings, or just Administrators?
   • Does your domain have more than one mailbox associated with it?
   • Would you want to use the same domain across more than one Xero organisation?

   Thanks in advance for your inputs to these questions, which will help validate user requirements for this feature.

   We’ll provide another update here as soon as there is more progressive news to share.

   Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.

   We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.

   As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.

   We’d really appreciate your input on the following questions, either… more

   An error occurred while saving the comment
   Sebastian Naumann commented  ·  03 July, 2024  ·  Edit…  ·  delete…

   So this is really needed ASAP. All my invoices are all going to SPAM. Is Xero going to reimburse for the addl. time spent?

   Save Submitting...

4. Journal Report - Showing user creating/editing journal

   14 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Sebastian Naumann supported this idea  ·  13 June, 2024
   An error occurred while saving the comment
   Sebastian Naumann commented  ·  13 June, 2024  ·  Edit…  ·  delete…

   I found that the issue is, that if it's posted via, for example HubDoc, the user does not really show. It's marked "System Generated" :/

   Save Submitting...