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49 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…

    Collette Brown supported this idea  · 

  2. Workpapers - Integration of bank statement request portal

    112 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

    Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

    While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

    Collette Brown supported this idea  · 

  3. Reports - Add "does not contain" filter

    32 votes

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    9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Collette Brown supported this idea  · 

  4. Reports - Sort Activity Statement "Transactions by Rate" by account code

    6 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Collette Brown supported this idea  · 

  5. Reports - Shortcuts for navigating Financial Statement Reports

    5 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi Emile, appreciate you sharing this suggestion for specific shortcuts that would improve efficiency when working in reports. This idea is open for fellow community members to support through voting and comments.

    We also have an existing idea for more shortcuts in Xero - we'd encourage you to also add your vote to that broader idea here: Navigation - More keyboard shortcuts in Xero.

    Voting on both helps us in two ways: it shows our Reporting team the specific need you have, and it also contributes to the overall demand for more keyboard efficiency across all of Xero.

    Thanks again for your valuable contribution to the community!

    Collette Brown supported this idea  · 

  6. Report Templates - Livestock trading statement

    132 votes

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    submitted  ·  18 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Collette Brown supported this idea  · 

  7. Reporting - Financial Statement / Mapping Report

    9 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Collette Brown supported this idea  · 

  8. AU Tax - Outstanding activity statement report

    34 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Collette Brown supported this idea  · 

  9. VAT group feature - Option to prepare and finalise individual returns for non-MTD VAT organsiations

    51 votes

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    submitted  ·  13 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Collette Brown commented  · 

    It would be a great benefit!

    Collette Brown supported this idea  · 
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