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  1. Bank Reconciliation: Cash Coding - Bank Transfers

    167 votes

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    submitted  ·  44 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Daniel Sheldon supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    304 votes

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    59 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (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…

    Daniel Sheldon supported this idea  · 

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

    37 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks everyone for sharing your feedback and adding support to this idea.

    We understand there are situations where being able to select a combination of bank accounts in the Uncoded Statement Lines report would be helpful, particularly for practices working across clients with multiple accounts. Having that added flexibility could make the report easier to tailor and share in the way that best suits each workflow.

    We’re moving this idea to Gaining Support so we can continue to track interest and better understand the impact for customers using this workflow. Please keep voting and sharing examples of how you use the report, as that context is really helpful for our product team when reviewing ideas.

    Daniel Sheldon supported this idea  · 

  4. Reporting - Automatic generation and emailing of reports

    774 votes

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    286 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

    Daniel Sheldon supported this idea  ·