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  1. Documents - Ability to split PDF to separate multi-page documents

    50 votes

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    5 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while this isn't something we have plans to develop for already imported files. We have introduced a new upload tool via mobile that may help some here.

    Via mobile, you can now upload multiple files as separate documents, or a single document - see more on this here

    If for example you had a PDF with multiple pages you could instead take photos of each page and upload these via your mobile device as separate documents.

    Pete Walters supported this idea  · 
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    Pete Walters commented  · 

    Agree with the comments below. It worked in Hubdoc and is crucial to save time on all the clients we deal with who will usually scan over one file of all invoices - we then have to split this before entering on to Xero.

    So much time could be saved. Why wouldn't this be a feature?

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    287 votes

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    107 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    Updated 24 Sep - This is currently available in US, AU and NZ only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    Pete Walters supported this idea  ·