Skip to content
← Share and support customer ideas for Xero

Settings and activity

49 results found

  1. Hubdoc - Convert bank statement to csv file

    298 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

    55 comments  ·  Contacts & files » 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
    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!

    Collette Brown supported this idea  · 

  2. Workpapers - Integration of bank statement request portal

    111 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

    4 comments  ·  Practice tools  ·  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
    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

    31 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

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

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

    6 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  ·  1 comment  ·  Reports & tax » Reporting  ·  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
    Collette Brown supported this idea  · 

  5. Reports - Shortcuts for navigating Financial Statement Reports

    4 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

    0 comments  ·  Reports & tax » Reporting  ·  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
    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

    127 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  ·  15 comments  ·  Reports & tax » Reporting  ·  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
    Collette Brown supported this idea  · 

  7. Reporting - Financial Statement / Mapping Report

    8 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

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

  8. AU Tax - Outstanding activity statement report

    33 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  ·  1 comment  ·  Practice tools  ·  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
    Collette Brown supported this idea  · 

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

    49 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  ·  12 comments  ·  Reports & tax » Tax filing  ·  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
    Collette Brown commented  · 

    It would be a great benefit!

    Collette Brown supported this idea  · 
1 3 Next →