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  1. Bank Reconciliation: Cash Coding - Bank Transfers

    145 votes

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    submitted  ·  39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Daniel Sheldon supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    270 votes

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    48 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!

    Daniel Sheldon supported this idea  · 

  3. Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all

    20 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Daniel Sheldon supported this idea  · 

  4. Reporting - Automatic generation and emailing of reports

    565 votes

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    181 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

    Daniel Sheldon supported this idea  ·