Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Hubdoc - Document Merge

    210 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  Contacts & files » Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  Dana A responded

    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.

    Tracey McNamara supported this idea  · 

  2. Hubdoc - Attach multiple documents when publishing from Hubdoc

    81 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  5 comments  ·  Contacts & files » Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tracey McNamara commented  · 

    Totally agree! Currently have to then go to xero to attach more files

    Tracey McNamara supported this idea  · 

  3. Purchase order - Include attachments when converting to Bill

    61 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    27 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.

    We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know

    An error occurred while saving the comment
    Tracey McNamara commented  · 

    When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill

    Tracey McNamara supported this idea  ·