Settings and activity
11 results found
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161 votes
An error occurred while saving the comment An error occurred while saving the comment 
HRBK Strategies
commented
I cannot believe this still isn't an option. It is such a simple request. Listing the date of the invoice (Month/Day) as a placeholder is extremely common. I have to save repeating invoices to drafts and then edit them before approving them. It's such a massive time waster. Please add this as a placeholder or at least give users the option to drag and drop their own place holders.
HRBK Strategies
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190 votesHRBK Strategies
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55 votes
Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.
We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.
This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.
Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.
An error occurred while saving the comment HRBK Strategies
commented
After spending some time back in QBO, I can say that Xero support is falling way behind. The live chat feature and ability call for support (not have to get someone to call me) is extremely efficient and effective. QBO also has a share screen feature which is phenomenal. I am a big fan of Xero, but after spending time back in QBO, I am not happy with some of the support changes Xero has made over the past couple of years.
HRBK Strategies
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52 votesHRBK Strategies
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33 votesHRBK Strategies
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14 votes
Thanks for sharing your ideas around the new homepage with us here!
We've reviewed your idea and now will be keeping a close eye on the interest this receives from community here. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
HRBK Strategies
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50 votesHRBK Strategies
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78 votes
An error occurred while saving the comment HRBK Strategies
commented
This would be hugely helpful!
HRBK Strategies
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
521 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment HRBK Strategies
commented
This is a fantastic idea and would hugely improve automation and efficiency in invoicing.
HRBK Strategies
supported this idea
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180 votes
An error occurred while saving the comment HRBK Strategies
commented
I can't believe that uploading a multi-page document as one item using the mobile app isn't possible. Users should be able to select "multi-page document" and take multiple pictures that all merge into one document. This is very standard. Some very basic scanner apps have this feature.
HRBK Strategies
supported this idea
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199 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
An error occurred while saving the comment HRBK Strategies
commented
This should be a very standard item to add and should be a priority.
HRBK Strategies
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Yes! Quarter numbers as well. It's so basic...I don't understand why this hasn't been improved