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5 results found

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

    14 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Simon Mortimore supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    297 votes

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    54 comments  ·  For accountants & bookkeepers » Hubdoc  ·  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  · 

  3. HubDoc - Align subscription to Xero subscriber

    41 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Simon Mortimore supported this idea  · 

  4. User Role - Access to specific feature only

    447 votes

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    83 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

    Simon Mortimore supported this idea  · 

  5. New Invoicing - Keep Classic Invoicing

    472 votes

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    435 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

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    Simon Mortimore commented  · 

    It is essential that the classic invoicing is in place from our perspective and from feedback from clients.

    Simon Mortimore supported this idea  ·