Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Hubdoc - Notification when documents are uploaded

    42 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Peggy Hansen commented  · 

    In Hubdoc, it would be nice to receive a notification when there is a new tag on a document (for example with a tag of "question for bookkeeper" or something similar).
    Another idea is to have the ability to tag another person when adding a note or question, esp. if they could then receive notification that they have been tagged.

    Peggy Hansen supported this idea  · 

  2. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    148 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  52 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Peggy Hansen commented  · 

    This would be very helpful.

  3. Banking - Bank deposit slip with subtotals for cash and cheques

    55 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Peggy Hansen commented  · 

    Great idea!

  4. Dashboard - Access Bank Rules

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Vijay, there is already an option to go straight to Bank Rules - if you click on the 3 dots in a bank widget on the Dashboard you'll see an option for Bank Rules like shown in my image below 🙂🙂

    If this isn't quite what you're after it'd be good to get more detail to understand your needs here. 

    An error occurred while saving the comment
    Peggy Hansen commented  · 

    I would like to see an easier way to get to Bank Rules. I suggest adding a Bank Rules Icon on the header or somewhere at the top, so that it is accessible from each page you might be working in.

    Peggy Hansen supported this idea  ·