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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.

    210 votes

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    4 comments  ·  Hubdoc  ·  Admin →
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    Thank you for your input, everyone. Our team are currently looking into this idea. However, there's no dates planned on when the ability to add a note feature using mobile app will be released. Rest assured that we're keeping our eyes on this thread, so please continue to add your feedback and vote. For now, we'll move the status of this idea as 'Under review'.

    For the time being, you can use tags as suggested by Vicki, or send your document through email and use the format #note to add your note. If you have other options, feel free to share it 🙂.

  2. We would like Hubdoc to convert an uploaded Bank statement into a csv file.
    So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

    72 votes

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    6 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

  3. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    107 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  4. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    52 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. Hubdoc - Allow Hubdoc to read a link in the email.

    When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.

    26 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  6. Hubdoc should automatically correct the rotation of documents. Sometimes, particularly for photographs, documents are uploaded with incorrect rotation. Hubdoc must know the correct rotation because it is scanning the text. Why not fix the rotation so that the text is the right way up?

    30 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. There is currently no option for tracking inventory items on Hubdoc, aside from using the tracking categories. It is very laborious having to go into each transaction on Xero, after being published from Hubdoc, and select the Tracking Inventory items which in turn when selected changes the rest of the details on the line including the description originally filled into Hubdoc!

    It would save a great amount of time to include this field in the Hubdoc 'Destination' window and for Hubdoc to retrieve the inventory Items from the company's Xero account in the same way as the 'contacts' and 'accounts'…

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    25 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  9. There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.

    We would like a filter that allows you to filter by user.

    7 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  10. Editing line item function to be added in Hubdoc, so that it can be sync in XERO.

    2 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  11. Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on

    19 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  12. Search function or the ability to sort through documents in Hubdoc by supplier or amount etc

    16 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  13. NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff

    7 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  14. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    20 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  15. When adding invoices through HubDoc when there is a new contact that needs to be added, it would be great if the option to create a new contact (supplier or customer) was available in HubDoc, rather than having to start typing in the contact filed & then having to wait for HubDoc/Xero to catch up.

    8 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  16. Currently you cannot submit a purchase order in Hubdoc, there is no "publish as" option.
    It would be good if it was an option and have it flow/link with purchase orders in Xero, to which then can flow into Approvalmax to be approved.
    Currently it requires an employee to access another system which would be good to limit.

    5 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  17. Need a better user management/access experience in HubDoc. Currently the practice user who set up the Hubdoc account needs to invite all other practice users into the client. Would it be possible to merge the Hubdoc access into the Xero HQ access or replicate the HQ access system in HubDoc.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Currently Hubdoc only flags an invoice as a duplicate if the supplier, invoice date AND invoice amount exactly match. This means if any of these are adjusted or Hubdoc doesn't pick up the exact correct details, the invoice wouldn't be flagged as a duplicate and could be double booked or worse double paid.

    Hubdoc should flag an invoice as a duplicate if the invoice number is the same too. Yes there are rare scenarios where two suppliers issue an invoice such as '001', but it's much better for this to be flagged as a duplicate and reviewed, than actual duplicate…

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.

    11 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  20. Can we select multiple receipts at the same time to add the same tag or the same status such as Mark as paid?

    7 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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    Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information. 

    Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)

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