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4 results found

  1. Hubdoc - Convert bank statement to csv file

    297 votes

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    54 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Kerry Andrews supported this idea  · 

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

    961 votes

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    250 comments  ·  Payroll & expenses  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

    We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

    I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

    We understand your frustration with the timeline and the limited updates, and we're…

    Kerry Andrews supported this idea  · 

  3. Invoice Reminders - Auto email Statements to customers

    640 votes

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

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

    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  ·