Settings and activity
8 results found
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82 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.
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Renata Lap
supported this idea
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16 votes
Hi Shelby, thanks for sharing this idea. We appreciate you bringing this to our attention. At present users are utilising tracking categories to track different locations of a project. However we appreciate the need for a seperate field for address. We're moving this idea to gain more support from the community. Feel free to share it with your friends and colleagues so they can add their vote and comments.
Renata Lap
supported this idea
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8 votes
Thanks so much for taking the time to share this idea with us, we can see how important this is for you. We’re moving this idea to Gaining Support so we can better understand how many others in the community would also find this helpful. Community feedback and votes play an important part in helping us gauge interest and understand the different ways this impacts customers’ workflows.
Renata Lap
supported this idea
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25 votes
Thanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
Renata Lap
supported this idea
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32 votes
Hi Amy! appreciate you raising this here. We appreciate the need for having a due date or deadline on a task . While this feature is currently unavailable in Xero, we'll open this idea up for the community to add their votes. Cheers
Renata Lap
supported this idea
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230 votes
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Renata Lap
supported this idea
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239 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
Renata Lap
supported this idea
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215 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
Renata Lap
supported this idea
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Please add a Spent / Received filter to the bank reconciliation screen.
When reconciling a large number of transactions, it's unnecessarily time-consuming to scroll through a mixed list just to find customer payments. This is particularly frustrating when carrying out credit control, checking paid invoices, or contacting customers about outstanding balances. A simple filter would make this process much faster and reduce the risk of missing payments.
It would also be extremely helpful to have the option to sort transactions by newest first, as most users are reconciling recent bank activity rather than older transactions.
Finally, clearer visual distinction between Spent and Received transactions (such as different colours or more prominent labels) would make the reconciliation screen much easier to scan.
These small improvements would save valuable time every day and significantly improve the user experience. Thank you for considering this request.