Settings and activity

33 results found

1. Reporting: Statement of Cash flow - Indirect Method Report to be made available as standard report

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   submitted  ·  54 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Douglas Marken supported this idea  ·  13 December, 2024

2. Hubdoc - Replicate Xero HQ access in Hubdoc

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   submitted  ·  3 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Douglas Marken supported this idea  ·  21 May, 2024

3. XPM - Merge clients

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   7 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly M (Community Manager, Xero) responded

   With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

   Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

   Douglas Marken supported this idea  ·  21 May, 2024

4. Hubdoc - Document Merge

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   30 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

   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

   Douglas Marken supported this idea  ·  21 May, 2024

5. Dashboard - Add custom shortcuts as required

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   5 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly M (Community Manager, Xero) responded

   Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.

   The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'

   Are there other specific shortcuts you'd want to see here? 

   Douglas Marken supported this idea  ·  02 May, 2024

6. Reporting | Copy custom report - Editing Shortcut

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   submitted  ·  0 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Douglas Marken supported this idea  ·  02 May, 2024

7. Hubdoc - Ability to copy & paste document details into Xero

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   submitted  ·  5 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Douglas Marken supported this idea  ·  05 October, 2023

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

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   17 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (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

   Douglas Marken supported this idea  ·  05 October, 2023

9. Hubdoc - Integrate with inventory & tracked items

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   submitted  ·  9 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Douglas Marken supported this idea  ·  05 October, 2023

10. Hubdoc - Improve performance when generating lines with tax

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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    Douglas Marken supported this idea  ·  05 October, 2023

11. HubDoc - Align subscription to Xero subscriber

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    submitted  ·  3 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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    Douglas Marken supported this idea  ·  05 October, 2023

12. Hubdoc APP - Ability to view notes added to documents.

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    2 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded
    Douglas Marken supported this idea  ·  05 October, 2023

13. Hubdoc - Convert bank statement to csv file

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    59 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    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 work planned for this idea. We know that'll be disappointing, particularly for those outside regions where this capability has been available, however we want to be open here so you can make decisions best to accommodate your business.

    The support and feedback shared on ideas like this continues to help us understand where customers are experiencing friction, and if anything changes in future we’ll share an update here.

    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… more

    Douglas Marken supported this idea  ·  05 October, 2023