Settings and activity
14 results found
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87 votes
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17 votes
Denise Scott
shared this idea
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218 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…
An error occurred while saving the comment Denise Scott
supported this idea
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5 votesDenise Scott
supported this idea
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24 votesDenise Scott
supported this idea
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22 votesDenise Scott
supported this idea
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297 votes
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!
An error occurred while saving the comment Denise Scott
commented
We need this in the UK, please hurry it up Xero.
Denise Scott
supported this idea
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186 votes
An error occurred while saving the comment Denise Scott
commented
This used to be available within this report as I had a custom report built for this but someone, somewhere within Xero has removed the option to add quantities & unit price to the Account Transaction report. What is the point of giving the ability to post bills/invoices using quantity & unit price if you can't then report on how much of a particular item you have purchased. We are trying to extract information for a UK Government funded Carbon Audit for farming clients and now have to resort to drilling into each transaction to find out the quantities purchased of fertiliser and fuel. This should be a standard means of reporting for non-service industry clients who don't function in the same way as e.g. plumbers merchants and the like.
Denise Scott
supported this idea
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50 votesDenise Scott
supported this idea
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101 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source 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.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Denise Scott
commented
On looking through the comparison between Classic and New Invoicing on Xero Central, there's a tick against Classic for the ability to manually adjust the tax amount but not for New. This function really needs to be available for those of us who receive self-billing invoices and need to match those details up. HMRC (UK) would not be happy if these didn't match up and to have to add an extra two lines for the sake of 1p or 2p on the VAT calculation seems like a very backward step. Can this be added to the amendment list please?
Denise Scott
supported this idea
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An error occurred while saving the comment Denise Scott
commented
I agree
Most of the ‘improvements’ to the areas I use have been ok but new invoicing shouldn’t have been released until all the features of classic had been added. As it stands, it’s not fit for purpose sadly. When I worked for a software house many years ago, all changes were tested in house by our own finance team before being released to clients.
Shame they don’t work on the things we actually do want, like being able to add credit notes at the bank reconciliation screen. Now that would be an improvement worth shouting about.
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68 votesDenise Scott
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622 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Denise Scott
supported this idea
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75 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Denise Scott
supported this idea
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788 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Denise Scott
supported this idea
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Come on Xero, this has been an issue with Hubdoc for a long time now. Many are using Apron, Dext or AutoEntry to do this when we should be able to have this function with Hubdoc. Please speed up the updates for this program.