Settings and activity
26 results found
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192 votes
Claire Hewart
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12 votesClaire Hewart
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13 votesClaire Hewart
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64 votesClaire Hewart
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8 votesClaire Hewart
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13 votesClaire Hewart
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13 votesClaire Hewart
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303 votes
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…
Claire Hewart
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13 votesClaire Hewart
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7 votes
Hi Collin 👋🏽
Thanks for submitting this important idea about integrating Hubdoc's full capabilities directly into Xero. This is a powerful suggestion for streamlining workflows and improving the overall document management experience.
We've reviewed your submission and are happy to classify it as Gaining Support!
Your post meets all the necessary criteria, and we confirm that the full range of Hubdoc functionality (including automated fetching and comprehensive processing) does not currently exist within the main Xero UI.
Your idea is now live and ready for community support! Please share this idea with colleagues who would benefit from a fully integrated document processing experience, so they can vote and share additional detail about how this change could improve their experience with Xero.
Claire Hewart
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3 votesClaire Hewart
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8 votesClaire Hewart
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9 votesClaire Hewart
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16 votes
An error occurred while saving the comment Claire Hewart
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2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how customisable options in Hubdoc could help prevent accidental misclassification.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Claire Hewart
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An error occurred while saving the comment Claire Hewart
commented
OR seperate out income like in Dext. You either are logging into the purchases or sales- make it super clear and simple whay section of the accounts you are working within
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49 votesClaire Hewart
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27 votesClaire Hewart
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7 votes
Hi there! thanks for sharing this great idea. We love hearing what would make a real difference for you.
We could see that having the ability to record the paid invoice from within Hubdoc would be useful. Now it's over to the community to show their support. To help get the ball rolling, feel free to share the idea with any colleagues who'd find it useful – every vote helps!
We'd also love to see others jump in the comments to explain how this feature would help them out.
Claire Hewart
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11 votes
We appreciate you sharing improvements you feel would be most valuable within the Task widget of the new homepage experience.
Our product team are carefully considering all feedback we're receiving on this and I'll be sure to share if there are any plans made with you here.
Claire Hewart
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15 votes
Hi Mark, thanks for this excellent and clearly detailed suggestion.
We understand the workflow you're proposing: when a bill from Hubdoc is reconciled in Xero, its status should automatically sync back and be marked as 'Paid' in Hubdoc.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea for the 'Paid' status to sync from Xero back to Hubdoc, and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this two-way sync would improve their experience.
Claire Hewart
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Dext allows receipts to be published directly to a bank account in Xero, bypassing the Purchases section entirely. This is particularly useful for clients on lower-tier Xero plans that don’t include Purchases.
With Hubdoc, the only way to get the receipt into Xero is to download it, re-upload it, and manually enter the details as an account transaction. Dext extracts the data automatically and publishes it straight to the bank account, leaving only the bank reconciliation to complete. We URGENTLY need this feature in Hubdoc.