Hubdoc APP - Ability to view notes added to documents.
Can we please have the ability to see if a note has been added to a document when you are in the Hubdoc APP without having to go into a document.
The ability to see this is available in the Web version, would be great to see it in the APP as well.
Thanks
BDO Taranaki Xero Team
shared this idea
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Clare Maynard
commented
In addition to the above suggestion, it would also be very useful if any notes were imported/published to Xero to the notes file for the transaction. I deal with self employed people who usually have receipts (pay as they go) rather than credit account invoices. Invaribly, they will shop for both personal and business on the same receipt. When processing the receipt (spend money) through hubdoc, I put into the notes, the split between various accounts and any extra info that my accountant may need later. The notes don't copy through to Xero, so I have to remember to find the receipt entry in hubdoc then copy and paste the notes into Xero!! It's very longwinded. The notes made in hubdoc are important to Xero so why aren't they included when the transaction is published to Xero?? It's much easier to make the notes in hubdoc as it's real time while processing the receipt. In Xero, notes have to be added AFTER the transaction has been posted. I need the notes to tell me how to process the transaction so need them BEFORE not after!!
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Melissa Dobson
commented
Yes client works off his tablet and cannot see if i have made notes, as i can see it on my computer if he has made notes.