Settings and activity

4 results found

1. Hubdoc - Prevent Hubdoc publishing supplier bills before Xero lock dates

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Simon Mortimore supported this idea  ·  07 March, 2024

2. Hubdoc - Convert bank statement to csv file

   259 votes

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   46 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  AdminDana A (Admin, Xero) responded

   Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

   Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

   For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

   Simon Mortimore supported this idea  ·  07 March, 2024

3. HubDoc - Align subscription to Xero subscriber

   34 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Simon Mortimore supported this idea  ·  07 March, 2024

4. User Role - Access to specific feature only

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   32 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

   Simon Mortimore supported this idea  ·  07 March, 2024