Settings and activity
21 results found
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14 votes
Interesting to hear the differing views in terms of the ordering here. Thanks for your feedback.
We're paying close attention to everything our community is sharing about the new navigation here and if there are any plans made around the ordering we will let you know.
Sharon Connaughton
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Navigation - Freeze bar at the top of the page to save scrolling
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262 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Sharon Connaughton
supported this idea
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18 votes
Hi team, thanks for showing interest in this idea.
While we don't have any plans for adding this within Xero atm, as mentioned in my last update if you're working on a desktop you can use the 'Home' button on a Windows, or on a Mac you can press the 'Command' key + Left arrow.
This should help when navigating a long lists or pages like reports.
We will continue to track the appetite through this idea.
An error occurred while saving the comment Sharon Connaughton
commented
To have the option of a button or arrow to take us back to the top of the screen would be useful especially on transaction pages when having to move through several pages it does not move automatically to the top of the page for the previous dates and when selecting more transactions at one time, it is very frustrating
Sharon Connaughton
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403 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
An error occurred while saving the comment Sharon Connaughton
commented
This would be such a good idea if it can be saved for individual users to enable those that do not want to see or do not need access to everything on the homepage
Sharon Connaughton
supported this idea
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312 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
Sharon Connaughton
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5 votesSharon Connaughton
supported this idea
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An error occurred while saving the comment Sharon Connaughton
commented
This would be such a useful tool and something my client constantly asks about especially regarding director liabilities and dividends.
With regards to self assessment, it would be much easier to have this function to work out director and self assessment liabilities when not having to request the information mostly available in xero -
9 votes
Thanks Karan, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
Sharon Connaughton
supported this idea
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10 votes
Thanks for sharing your idea, Claire.
We'll track the interest for a warning if the supplier bank account in Hubdoc if the this differs to Xero, here.
An error occurred while saving the comment Sharon Connaughton
commented
It would be such a good tool if the bank account is verified as part of the payment process. Bank accounts do change and close, therefore I would rather the transaction checked at time of processing rather than being notified of a late payment due and trying to track this with the bank
Sharon Connaughton
supported this idea
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213 votes
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
Sharon Connaughton
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16 votesSharon Connaughton
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49 votesSharon Connaughton
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15 votes
Hi Mark, thanks for this excellent and clearly detailed suggestion.
We understand the workflow you're proposing: when a bill from Hubdoc is reconciled in Xero, its status should automatically sync back and be marked as 'Paid' in Hubdoc.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea for the 'Paid' status to sync from Xero back to Hubdoc, and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this two-way sync would improve their experience.
An error occurred while saving the comment Sharon Connaughton
commented
Xero does not link back paid invoices either! This would be so useful as I have to keep going back to Hubdoc to mark invoices as paid and this is so frustrating. Syncing to and from hubdoc and Xero would be so much more effective and save time to deal with more important matters
Sharon Connaughton
supported this idea
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22 votes
An error occurred while saving the comment Sharon Connaughton
commented
I personally only need to upload the invoice, not the paperwork that attaches as the email body of text, but do think the multiple pages option should be available for invoices attaching to 1 entry as well as uploading several documents
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81 votes
An error occurred while saving the comment Sharon Connaughton
commented
It would be so useful to enable more pages to be uploaded to one upload, having to split invoices is not convenient and not accepted by my accountant, they need the whole document not just a page!
Sharon Connaughton
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41 votesSharon Connaughton
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An error occurred while saving the comment Sharon Connaughton
commented
I do not wish to have face ID and believe it should be an option not mandatory, but I do agree with the comments about the authentication function being slow and inconvenient, if Hubdoc app could be fixed not to keep signing out it would be much more user friendly.
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133 votesSharon Connaughton
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79 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
Sharon Connaughton
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38 votes
Hi team, we appreciate interest in a specific annual CIS statement. While this isn't in our immediate plans right now you can run the CIS Contractor return for a custom date range.
If you then select individual subcontractors and download this will be the annual statement.
We'll continue to track interest from community in the idea here and if there's any news will share for you all.
Sharon Connaughton
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97 votesSharon Connaughton
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567 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
Sharon Connaughton
supported this idea
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It would be useful to be able to move them to our own preferences