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← Share and support customer ideas for Xero

Settings and activity

17 results found

  1. Bank Feeds - Westpac payee and description truncation

    1 vote

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    0 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea and explaining how the current Westpac feed affects identifying payees, setting up rules and matching transactions.

    The idea is open for the community to vote on and comment below. If other Westpac users are experiencing this, please add a comment with the account type affected and how the issue impacts your reconciliation. We'll start to get a gauge of the support for this from your idea, here.

    Our Community team is reviewing the idea and any updates will be posted here.

    Joshua Brookes shared this idea  · 

  2. Activity Statement - Ability to revise through Xero

    58 votes

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    submitted  ·  32 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Joshua Brookes supported this idea  · 

  3. Budget - Enter budget as a yearly option

    66 votes

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    submitted  ·  14 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Joshua Brookes supported this idea  · 

  4. Reporting - Hiding archived accounts from chart of accounts list when customising report layouts

    73 votes

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    submitted  ·  50 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Joshua Brookes supported this idea  · 

  5. Homepage | Account Watchlist - View annual budget figures

    40 votes

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    submitted  ·  4 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Joshua Brookes supported this idea  · 

  6. Contacts - Warning if entering contact simliar to existing

    126 votes

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    submitted  ·  40 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Joshua Brookes supported this idea  · 

  7. Contacts - Bulk Archive option if inactive for an extended time

    67 votes

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    submitted  ·  16 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Joshua Brookes supported this idea  · 

  8. Hubdoc - Notification when documents are uploaded

    50 votes

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    submitted  ·  7 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  9. Hubdoc - Publish receipt to existing Xero bill

    105 votes

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    submitted  ·  4 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  10. Hubdoc - Document Merge

    217 votes

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    30 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.

    We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.

    We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks

    Joshua Brookes supported this idea  · 

  11. Hubdoc - Allow Upload Only users to view tags from a common list

    3 votes

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    submitted  ·  0 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  12. Hubdoc - Process receipts through the app

    27 votes

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    submitted  ·  5 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  13. Hubdoc - Keep email text with the receipts.

    22 votes

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    submitted  ·  4 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  14. Hubdocs App - the ability to add expense code and tracking category

    22 votes

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    submitted  ·  1 comment  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  15. Hubdoc - Attach multiple documents when publishing from Hubdoc

    82 votes

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    submitted  ·  6 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  16. Hubdoc App - Ability to upload multi page documents

    195 votes

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    submitted  ·  45 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joshua Brookes supported this idea  · 

  17. Invoices/Bills - Separate field for posting date and invoice date

    284 votes

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    108 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.

    While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.

    We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.

    Joshua Brookes supported this idea  ·