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5 results found

1. Hubdoc - Support CSV bank statement conversion for South African banks

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   submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Shelly Berger shared this idea  ·  21 September, 2023

2. Hubdoc - Convert bank statement to csv file

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   58 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  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 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

   Shelly Berger supported this idea  ·  21 September, 2023

3. XPM/XPH - Add Pause button

   168 votes

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   15 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

   Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.

   Shelly Berger supported this idea  ·  12 June, 2023

4. Hubdoc - Notification when documents are uploaded

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   submitted  ·  7 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Shelly Berger supported this idea  ·  12 June, 2023

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

   224 votes

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

   Shelly Berger supported this idea  ·  12 June, 2023