125 results found
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Hubdoc - Add Last Items line orders & Reorder lines
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).
57 votes -
Hubdoc - View suppliers bank account number in details area
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.
13 votes -
Hubdoc App - Hide Archived documents in Mobile App
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 -
Hubdoc - differentiate credit notes from bills on auto-sync
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 -
Hubdoc - Bulk edit and archive documents
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.12 votes -
Ability to use Biometrics when Logging into Hubdoc app
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 -
Bank Rules in Hubdoc
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 -
Hubdoc - Add archived date to documents
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 -
Hubdoc - Add a tag when emailing documents into Hubdoc
Hubdoc add a tag when emailing documents into Hubdoc
2 votes -
Hubdoc - Enter Rental Income and Agent fee statements as one document
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 document2 votes -
Hubdoc - Enable payments
Allow us to post payments through Hubdoc like we can on Dext.
5 votes -
Hubdoc - Purchase Order Field Extracted to Transaction Detail Window
I believe it would be of great help to extract the Purchase Order code from the invoice into hubdoc.
It is very important to create a simple path from the begging of creating a purchase order to finally paying for the product or service and having a way to connect it all together, I believe the purchase order number is a vital part of the process and can be referenced throughout the whole process.
Would be great to hear some feedback on this idea!
3 votes -
Hubdoc - Sort documents by file name
HUBDOC Sorting Alphabetical Feature needed PLEASE. Wishing to request an extra sort option under the "Sort by" button above the "Processing", "Review", "Failed", "Archived" tabs. Currently we have "Upload Date", "Bill Date", "Due Date" & "Amount" options. We create a statements folder for each month and when we're trying to check off the statements with whats in Xero report that is sorted by alphabetical order it would be practical. Also its good to allocate suppliers in the review tab in alphabetical order too if you have a huge number to do then you are compartmentalising that supplier and all the…
6 votes -
Hubdocs App - the ability to add expense code and tracking category
Currently clients can't code or assign a tracking category on the app
14 votes -
Hubdoc - Support Access to Multiple Xero Orgs
Enhance the App to allow persistence of multiple Organizations. Currently if you log into Xero with different credentials for different organizations, you can not do the same in the Hubdoc mobile app.
Instead, the lucky few who have admin access to one of their Hubdoc organizations can invite their username from the other organization. This workaround only works if you are an officer of both, as inviting external users is probably a no no for most organizations. This was almost a showstopper to using Xero for myself for a 2nd org, and I am sure there are lots of people…
1 vote -
Hubdoc - Extract & compare bank account information from invoice documents
I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.
Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.
I've attached a sample invoice
5 votes -
HubDoc - Align subscription to Xero subscriber
If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?
Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription…
33 votes -
Hubdoc - Subfolders
It would be incredibly useful if there was the ability to create folders in HUBDOC to file published documents. This would make it easier to find any documents for the future as at present they are just in one longs list. For someone who heavily uses HUBDOC this list is never ending and almost impossibly to find documents that were uploaded historically.
1 vote -
HubDoc / Dropbox Intergration - Business Accounts
Dropbox integration needs to include business Dropbox accounts. HubDoc is used by Businesses so it would make sense for the integration to be with Dropbox business. Currently only works with Personal Accounts.
1 vote -
Hubdoc - Quick view of outstanding receipts
Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.2 votes
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