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5 results found

  1. Hubdoc - Replicate Xero HQ access in Hubdoc

    23 votes

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    submitted  ·  2 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Robert Mitchell commented  · 

    If I have access to the Client's Xero, I should have access to the HubDoc of the client as well, it's near impossible to get the client who isn't very tech savvy or a very busy office to set aside time to find who hasn't got access to which client's HubDoc despite having access to the Xero!

    Robert Mitchell supported this idea  · 

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

    22 votes

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    submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Robert Mitchell supported this idea  · 

  3. Xero Files - Ability to restore deleted files

    32 votes

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    submitted  ·  9 comments  ·  Contacts & files » Files  ·  Admin →
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    Robert Mitchell supported this idea  · 

  4. Contacts - Add a Tracking Category in the Contacts Screen

    4 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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    Robert Mitchell supported this idea  · 

  5. Smart document capture - Add tracking category when reviewing

    16 votes

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    2 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, appreciate all the engagement here by far.

    We understand you’re looking for a way to apply tracking categories directly while reviewing documents uploaded into Xero, so transactions can be coded completely.

    Having tracking options available earlier in the workflow could help reduce extra steps when managing expenses across different teams, projects, or locations.

    We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.


    Robert Mitchell supported this idea  ·