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For accountants & bookkeepers

For accountants & bookkeepers

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128 results found

  1. Users can check which suppliers are on autosync quickly.

    Purpose: To save time from having to click multiple pages.

    19 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  2. We currently can drag and drop details in the bank rec screen to populate fields. As the OCR in Hubdoc is not so polished yet, if we can have a similar drag and drop feature would be immense in using Hubdoc to process transactions as this would cut down on the data entry.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    173 votes

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     ·  67 comments  ·  Hubdoc  ·  Admin →
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  4. Ability to search or order and select documents based on the transactions date

    Purpose: Efficiency in downloading documents in bulk.

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    160 votes

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    19 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

  7. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    143 votes

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     ·  22 comments  ·  Hubdoc  ·  Admin →
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  8. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    77 votes

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     ·  18 comments  ·  Hubdoc  ·  Admin →
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