Settings and activity

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1. XPM - Show Client Managers and Job Managers on main recurring job screen

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   0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

   Hi Geena, thanks for this great suggestion for Xero Practice Manager.

   We can definitely see how having both the Client Manager and Job Manager visible on the main recurring jobs screen would make it much easier to see who is responsible for what at a glance. Adding an export option for that screen is also a great point.

   We're grateful for your engagement and for letting us know the changes that matter to you.

   We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this improved visibility on the recurring jobs screen could help their own practice management. 🙂

   Kristin Carter supported this idea  ·  15 October, 2026

2. Hubdoc - Convert bank statement to csv file

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   59 comments  ·  Contacts & documents » 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

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   Kristin Carter commented  ·  17 April, 2024  ·  Edit…  ·  delete…

   Any update on when we can expect this feature in Australia?

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