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4 results found

  1. Hubdoc - Convert bank statement to csv file

    303 votes

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    58 comments  ·  Contacts & files » Hubdoc  ·  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…

    Kerry Andrews supported this idea  · 

  2. Payroll | Employees - Upload/attach files in notes section

    1,027 votes

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    275 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.

    We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.

    I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.

    Kerry Andrews supported this idea  · 

  3. Customer statements - Ability to auto email Statements to customers

    1,145 votes

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    323 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Kerry Andrews supported this idea  · 

  4. Dashboard - Tax & reporting to include when an activity statement is ready to prepare

    3 votes

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    submitted  ·  2 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Kerry Andrews commented  · 

    Agree!

    Kerry Andrews supported this idea  ·