Settings and activity
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14 votes
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Kelly Mansell
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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
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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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1 vote
Appreciate you confirming that you were referring to this from the desktop version, Kelly. I'll re-open the idea here. It's not something we have plans on at present but will track this here, and let you know if any change i s planned.
An error occurred while saving the comment Kelly Mansell
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My idea was closed, but the comment didn't provide the answer.
I am referring to when you upload receipts into Xero website. The receipt analysis is only on the app. I have to use the website to process receipts.
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When uploading an expense claim, Xero should auto populate data like date, organisation, amount to cut down on data entry and mistakes.
Hubdoc has this feature, can this be applied to expense claims?
Kelly Mansell
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14 votesKelly Mansell
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32 votesKelly Mansell
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6 votesKelly Mansell
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2 votesKelly Mansell
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1 voteKelly Mansell
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12 votesKelly Mansell
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3 votesKelly Mansell
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22 votesKelly Mansell
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51 votesKelly Mansell
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1 voteKelly Mansell
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7 votesKelly Mansell
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84 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
An error occurred while saving the comment Kelly Mansell
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Please allow the ability to add individual project P&L information to the web and mobile dashboard.
We have project managers who look after specific projects that need to be tracked monthly/quarterly. The ability to save specific project information onto the dashboard would allow PM's to view this information at a quick glance
I'm not talking about adding a favourite P&L report which has to be accessed via the drop down menu, I'm talking about being able to view multiple projects on the dashboard. I think expanding into project management would be helpful (without having the Projects tab)
An error occurred while saving the comment Kelly Mansell
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Please allow the ability to add individual project P&L information to the web dashboard and mobile dashboard. We have project managers who look after specific projects that need to be tracked monthly/quarterly. The ability to save specific project information onto the dashboard would allow PM's to view this information at a quick glance
Kelly Mansell
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67 votesKelly Mansell
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7 votesKelly Mansell
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15 votesKelly Mansell
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12 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
Kelly Mansell
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161 votesKelly Mansell
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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.