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Settings and activity

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  1. Activity Statement - Ability to revise through Xero

    29 votes

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    submitted  ·  17 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Lauren Micale supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    289 votes

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    50 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!

    Lauren Micale supported this idea  · 

  3. New invoicing - Option to use Xero Network

    210 votes

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    162 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero. 

    I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon. 

    Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂

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    Lauren Micale commented  · 

    I agree, it is crazy not to include the Xero to Xero functionality in new invoicing!

    If this function is not being included in new invoicing, please do not make the classic invoicing obsolete. This feature saves time and errors.