Settings and activity
83 results found
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4 votes
Thanks for sharing your idea here, Kelly. We don't have any plans for adding the ability to receipt remittances from Hubdoc to Xero in the short term, but we'll gauge the interest from the community in this, here.
Kelly Mansell
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109 votesKelly Mansell
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35 votesKelly Mansell
supported this idea
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289 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
Kelly Mansell
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268 votesKelly Mansell
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24 votesKelly Mansell
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323 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Kelly Mansell
supported this idea
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24 votes
Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
An error occurred while saving the comment Kelly Mansell
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181 votesKelly Mansell
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10 votesKelly Mansell
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14 votes
Hi team, as mentioned in my last update this is already possible with the option to export invoices as a CSV. This will download your invoices with the detail in a CSV format that could be used for some of the purposes described here.
I want to be open that we don't have any plans at this time for enabling a download of multiple invoices at a time as separate PDF documents.
While the idea will moved to Not in pipeline voting will remain open, and if it does pick up traction from the community we may revisit.
An error occurred while saving the comment Kelly Mansell
commented
What Jason said below.... what is happening with this feature, Xero?
Kelly Mansell
supported this idea
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56 votes
Thanks for the detail and support shared for this idea, everyone. We understand how recurring expenses would enable efficiencies when you frequently have expenses of a similar nature (like subscriptions). Currently there is work needed within expenses to enable us to develop future capabilities. We're keen to continue tracking the interest in this through the idea here, and as soon as we're in a better position to be able to dive deeper this work we'll share any progress with you all here. So, while not in the plans at present, please keep sharing detail of your needs and supporting in the idea here.
An error occurred while saving the comment Kelly Mansell
commented
It would be very helpful to set default account codes and cost centres for recurring monthly expenses. Currently, for a monthly subscription, we have to manually create a new expense and enter the Expenditure Type, Project Codes, and Account details each time—despite these remaining the same every month. Could you please enable the option to configure these cost centres directly through the Contact, so they automatically populate each time? This would greatly reduce the administrative burden.
This is for the web, not phone app.
An error occurred while saving the comment Kelly Mansell
commented
It would be great if we could open an approved expense, click "copy" to duplicate all the details but leave the attachment blank for a new photo, rather than needing to create a new expense and manually enter the same details each time.
Kelly Mansell
supported this idea
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121 votes
Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
Kelly Mansell
supported this idea
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116 votes
Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
An error occurred while saving the comment Kelly Mansell
commented
this comment was first added in 2015! nearly 10 years - how has this not been implemented?
Kelly Mansell
supported this idea
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23 votes
Hi community, returning to share an update on the work we had done here - Though our product team started releasing updates to the notifications we quickly found that this meant some users began receiving a lot more notifications, and we've made the tough decision to switch these back off.
In time our team would like to create controls so users can set notification preferences. However, this will require considerable work and not something we commit to right now.
We're going to shift the idea back to Accepted and soon as we can pick this up again I'll make sure to share an update here.
Kelly Mansell
supported this idea
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23 votes
Thanks for all your input and sharing the needs in seeing awaiting approval invoices and bills from the Dashboard.
We'll soon be rolling out our new Homepage experience. The team have put a lot of work into designing the new widgets with our customers front of mind.
Within the new Tasks widget you'll be able to get a quick snap of invoices (and bills) awaiting approval, and from the 'Invoices owed to you', and 'Bills to pay' widgets you can get a quick understanding of the # of invoices or bills awaiting approval and amounts associated to them.
Try it out in the demo company now and I'll be back to share when it's fully released 😊
Kelly Mansell
supported this idea
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346 votes
An error occurred while saving the comment Kelly Mansell
commented
Two years since this question was asked.... how has this not been implemented?
Kelly Mansell
supported this idea
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76 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
An error occurred while saving the comment Kelly Mansell
commented
Could you please add a feature that allows users to email receipts directly to Xero, where they would be uploaded as part of an expense claim?
Currently, receipts and bills can be forwarded and uploaded under 'files,' but this is limited to invoices and bills. Extending this functionality to expense claims would be incredibly helpful.
This is for the web, not through the app.
Kelly Mansell
supported this idea
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14 votes
An error occurred while saving the comment Kelly Mansell
commented
Hubdoc's long, unfiltered account code list makes it hard to find codes quickly, with no user-specific customisation.
It would be fantastic if Hubdoc had an option to tick or untick account codes within the settings, allowing users to minimise the list and avoid endless scrolling to find the right code.
Even better, it would be great if these settings could be customised per user, so only specific individuals see certain account codes.
Kelly Mansell
supported this idea
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5 votes
Hi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
An error occurred while saving the comment Kelly Mansell
commented
Hi Xero - following up on this one, as it's been 2 years.
When will it be possible for Xero to auto populate the data (exactly as Amanda mentioned below) so we can upload files directly into Xero, without using Hubdoc?
Kelly Mansell
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Two years, and this is still an issue... What updates are actually being done each month? There are so many features Xero doesn't offer that people are actively requesting. Does Xero even listen? It shouldn't take two years to implement something like this.