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  1. 1 vote

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    Thanks for sharing how we could improve your experience with Xero by providing a feed for Desjardins Bank.

    We'll start to get a. sense of the wider interest for a feed with this bank here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    If there is any news we'll update you here.

    Mili Cortina shared this idea  · 
  2. 1,437 votes

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    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Mili Cortina supported this idea  · 
  3. 151 votes

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    Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

    Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

    Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

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    Mili Cortina commented  · 

    I can`t believe that Xero hasn't thought this through better. As a CPA, I have clients that deal exclusively with cash (floats, petty cash). To be able to use Hubdoc with these accounts, they must be set as a "bank". Not being able to post to these accounts is a tremendous hassle and ineffective way of working. Accountanting firms should not have the same limitations as the general public.

    Mili Cortina supported this idea  ·