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7 results found
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1 vote
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Pinion PAS Team
shared this idea
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151 votesPinion PAS Team
supported this idea
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104 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
Pinion PAS Team
supported this idea
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48 votes
Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.
Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.
Pinion PAS Team
supported this idea
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55 votesPinion PAS Team
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23 votes
An error occurred while saving the comment Pinion PAS Team
supported this idea
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26 votesPinion PAS Team
supported this idea
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I don't know if this answers your issue or not, but I've found that from HQ I can search for the client, click the client name, then click staff FROM THE WHITE section to the right of the client name (not the staff in the dark blue area at the very top), it does bring up all staff assigned to that client. From there, you can either add, edit, or remove in bulk. I hope that helps!