Settings and activity
20 results found
-
54 votes
Claire Milliken
supported this idea
·
-
17 votesClaire Milliken
supported this idea
·
-
28 votesClaire Milliken
supported this idea
·
-
10 votes
It's great to hear you find the Credit Note detection useful, and can understand why you'd like to see this for bank statements as well.
We've reviewed your idea and we'll be keeping a close eye on the support this gains in the forums here.
If there is any news to share, we'll update you here.
Claire Milliken
supported this idea
·
-
56 votes
Hi team, we appreciate the interest from you all in this idea and sharing how this feature would be beneficial to your processes.
Being upfront the position of this idea has not changed since our update last year and we want to be honest that there are no plans to develop the ability to post receive money transactions in Xero from Hubdoc.
Claire Milliken
supported this idea
·
-
81 votesClaire Milliken
supported this idea
·
-
76 votes
Hi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.
Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.
This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.
An error occurred while saving the comment Claire Milliken
supported this idea
·
-
131 votes
Hi team, we're pleased to provide an update as work for backorders in Xero has continued to move along. Our team are now in a position where we'd love to test our solution with a small group of users. 😊
If you'd be interested in being a part of our beta group please fill in this form📝
Just to note - space is limited and we may not be able to include everyone.
We appreciate your time and inputs and will be sure to keep everyone here updated of further progress.
Claire Milliken
supported this idea
·
-
213 votes
Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.
We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.
We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks
An error occurred while saving the comment Claire Milliken
commented
Allow the option to upload as a combined document, for documents of multiple pages where you don't have any other means of uploading. Similar to what Dext have, they have single, multiple or combined.
Claire Milliken
supported this idea
·
-
224 votes
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…
Claire Milliken
supported this idea
·
-
44 votesClaire Milliken
supported this idea
·
-
50 votesClaire Milliken
supported this idea
·
-
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…
Claire Milliken
supported this idea
·
-
43 votes
Hi everyone, appreciate the additional feedback and support we've received on this idea since my last update.
While we have help on how to find VAT report discrepancies, do understand how you'd like a 1 single report that you can easily segment for this review.
This isn't something we have plans for at present, but we are continuing to track and will share if there are any updates of this nature planned with you all here. Thanks
Claire Milliken
supported this idea
·
-
7 votes
Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
Claire Milliken
shared this idea
·
-
16 votesClaire Milliken
supported this idea
·
-
80 votesClaire Milliken
supported this idea
·
-
16 votes
Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
Claire Milliken
supported this idea
·
-
12 votesClaire Milliken
supported this idea
·
-
13 votesClaire Milliken
supported this idea
·
I would like a report that can be run at year end that shows you all the late claims for that year submitted in future VAT returns as at the moment you need to go into each VAT return to see this information and it's time consuming.