125 results found
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Hubdoc | Add new contact - Details to populate from the invoice
When creating a new contact in Hubdoc for Xero, it would be great if there was an option to add the contact details (address, phone, email, tax ID, bank details, etc) right then. Hubdoc could read the information from the invoice and populate it on the spot rather than my having to remember who I added on the fly, go find the information again, and then manually type it all in myself.
2 votes -
Hubdoc - Automate receipt publishing rules
I have 19 rental properties with 19 separate AT&T internet bills monthly. There needs to be a method within Hubdoc to automate publishing each receipt to a uniqueTracking Category each month. Right now it is all manual and very time consuming.
2 votes -
Xero Expenses - Record a refund / credit note
Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.
5 votes -
Hubdoc - extract customer name for sales invoices
At the moment Hubdoc extracts supplier name only which makes it tricky to use for processing sales invoices as the customer has to be manually selected and has no default settings. If Hubdoc could also extract customer name, it would really help with AR processing.
2 votes -
Hubdoc - Ability to copy & paste document details into Xero
It would be good if you could copy and paste from a document in HUBDOC. Like you can from any pdf format document.
eg If I enter an invoice in HUBDOC it would be good if I could go back to it and copy and paste the bank details into Xero like you can from any pdf document.
31 votes -
Hubdoc - Ability to extract data from Huron Community Bank
We use Huron Community Bank and would like Xero and Hubdoc to extract data .
1 vote -
Hubdoc - Auto add new suppliers when publishing documents to Xero
For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.
17 votes -
Hubdoc - Improve performance when generating lines with tax
1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.
Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too
I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this
26 votes -
Hubdoc - Illinois Bank & Trust support
Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA
1 vote -
Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)
It's a small annoyance - but an annoyance all the same.
(mostly I am annoyed with myself for forgetting the two sections are different ;)In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.
But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…
8 votes -
Hubdoc - Convert Alberta Canada Bank(ATB) Statement
I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta
5 votes -
Hubdoc - Support for HSBC statement extraction
Would like HSBC data to link to Xero or at minimum be supported for statement extraction.
2 votes -
Hubdoc - Ability to upload and convert other file types to csv (e.g Lowe's and Home Depot)
Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?
1 vote -
Hubdoc - Create auto messages when invoices are submitted
set up automated messages when invoices are submitted in Hubdoc.
1 voteHi Sonia, could you give an example of a notification or auto message that you'd find helpful when submitting invoices, and what users you may expect to receive the message?
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Hubdoc - Allow additional settings for folders
I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..
We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.
It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.
Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.2 votes -
Hubdoc - Integrate with Google drive to upload invoices
It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate
2 votes -
Hubdoc - Integrate with inventory & tracked items
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'…
37 votes -
Hubdoc - Match and assign tracking from info captured in receipt
Search Receipts for tracking code. Tracking code is usually an address/ location/ or some key word about a product line. The list is known for each customer. Why can't the AI check for words matching the tracking code list and suggest the correct one.
Competitors can do this and have gone as far as blogging about the ML methods to do this.
https://engineering.appfolio.com/appfolio-engineering/2022/11/11/understanding-invoices-with-document-ai2 votes -
Hubdoc - Extract description
Once the file is uploaded to Hubdoc, it effectively becomes a JPEG once at the review screen, this means you can not copy paste or grab contents from within the document and you will have to either open up the PDF on a separate screen or edit it within Xero.
It would be great if the description could also be extracted - OR allow the document to be copied/stay a PDF to be able to copy. This will reduce human errors when entering data. Thank you.
25 votes -
Hubdoc - Sync line item edits to update document in Xero
Editing line item function to be added in Hubdoc, so that it can be sync in XERO.
4 votes
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