Settings and activity
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185 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
Caitlin Browner
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36 votes
An error occurred while saving the comment Caitlin Browner
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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…
Caitlin Browner
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192 votesCaitlin Browner
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Would like a report that shows where a transactions was allocated (including contact and description associated with the transaction) as well as being able to see the bank statement description.
Maybe it could just be an extra column on the account transactions report.
This is particularly relevant when clients are reconciling their own files and when the accountant or bookkeeper reviews the transactions all they can see are the details entered by the client at the reconciliation stage. However, if the client misinterpreted the bank transaction then there is no way for the accountant to easily identify this when reviewing.
Attached screenshot shows example where client has selected the incorrect contact for the transaction. This is one of the few places where we can compare what the bank statement said verse how it was recorded in Xero. Would be useful to be able to compare for a large number of transactions.