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For accountants & bookkeepers

For accountants & bookkeepers

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115 results found

  1. Supported Banks - Please add Intrust Bank.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. I would like to have hubdoc periodically log in to our supplier's account( Fedex, Amazon, Upwork, UPS etc) and fetch the invoices automatically.

    Dext Prepare already does that so I can see Xero loosing thousands of dollars by relying on third party software. I guess let's start with the most popular suppliers and take it from there. This can be an add on to Hubdoc for a bit extra and happy to pay as long as it is comparable in price to other software packages. That would greatly automated our accounts.

    6 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  4. I would like to add to the Sort By options, to include Payment Status. When Bills are issued months in advance of the due payment date it's difficult to manually skim through and find them on the Hubdoc Docs list to check them off as paid. As some of our bills are paid via owner funds introduced, it becomes important to have a checklist of what's been processed and what hasn't.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  5. Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
    It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  6. Hubdoc date format recognition is set at a global level, meaning when it processes invoices for US date formats, it can get it very wrong (e.g. 01-09-23 is interpreted as 9th Jan 2023 when it should in fact be 1st Sep 2023).

    This makes automating the process impossible and requires manual checking and adjustment of the date on all US date format documents before submitting to Xero. It can also lead to mistakes and significant additional time to rectify errors when reconciling.

    Please provide a means of either auto-recognising the date format (though I appreciate this is easier said than…

    7 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  7. At present you have to enable indvidual currencies in Xero settings to allow a purchase receipt in this currency to go through from Hubdoc. If the currency is not pre-set up in Xero then the default is that that the purchase invoice reverts to GBP which means that you then have to reset the currency in Xero. If all currencies were automatically enable for Premium subscriptions this would be avoided and would not rely on each individual currency being manually added to Xero.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  8. Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. User & Approval - Having a user that can upload documents & code them. Save the changes but not publish to Xero. Bookkeeper can then check the coding is correct before publishing to Xero or having a approval process where the document is sent to be approved before publishing to Xero, and this would work for purchase orders, invoices & receipts

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  10. Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).

    49 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  11. When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.

    11 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  12. Hubdoc App. Can we have the ability to hide archived documents. Or create a separate tab similar to the web version. Another option is to make archived documents dim so clients are aware that the documents are processed and are in Xero.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.

    Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.

    4 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  14. A number of our clients simply use hubdoc as a filing system as publishing to Xero is not as simple as they would like.
    So we maintain their Hubdoc accounts, we update the document type and archive. It would savea huge amount of time if we could bulk edit and bulk archive rather than having to do this one document at a time.

    10 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  15. Ability to use Biometrics when Logging into Hubdoc app. It's great to add receipts and invoices on the go using the Hubdoc app, but manually typing in the credentials to log in slows down the process. It would be great if you could use the phone's facial recognition or fingerprint to quickly log in.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  16. It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.

    10 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  17. I normally download publish failed documents, and then archive them. One day, I lost the downloaded files. I try to find them from Hubdoc archive folder. However, I can’t find date of archive. I’m really worried about I download duplicated files and enter them into Xero. I hope Hubdoc can add When the documents have been archived includ date and time. So to avoid duplicated documents enter into Xero.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Hubdoc add a tag when emailing documents into Hubdoc

    2 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  19. In the UK most agent management statements show both the rental income and the cost of sales for their fees, and any expenses incurred on behalf of the landlord.
    is it possible to be able to enter this through Hubdocs as a single document

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  20. Allow us to post payments through Hubdoc like we can on Dext.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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