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For accountants & bookkeepers

For accountants & bookkeepers

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115 results found

  1. Ability to re-order 'Document Type' list - to make it easier to select the type I use most often. (and not have to scroll down to get to 'credit memo'.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?

    5 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information. 


    Looking forward to hearing back from you. 

  3. 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.

    10 votes

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  4. At the moment there is a glaring issue with Xero files and HubDoc files, that the subscriber/owner of each can be different, even though the HubDoc file is integrated with the Xero file and is "paid for" by virtue of the Xero subscription.

    This means it's possible for someone to lose access to their HubDoc account, even if they are the subscriber of their Xero file. Nightmare.

    4 votes

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

    8 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 :)

  6. I want to see in Hubdoc which receipts have been reconciled in Xero.
    Currently there is no way to know which receipts are reconciled with charges from credit card and which are not, except that I re-publish and get an error of not being able to re-publish because the transactions have been reconciled. For credit card reconciliation, NOT all purchases from vendor will be charged immediately

    9 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. When entering line items in Hubdocs it would be so useful if we could enter the same number of decimal places that are available in Xero. When we split invoices into line items it is very clunky having to make rounding adjustments because we only have 2 decimal places in Hubdocs, yet 4 in Xero.

    12 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  8. Hubdoc allows you to download all documents in a folder, and Hubdoc also allows you to download to CSV some document metadata. It would be very useful if Hubdoc had the ability to download documents by folder or by Tag, and further, if Hubdoc had the ability to download the Tags associated with a document when downloading the metadata.

    7 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  9. It would be useful if a notification was sent when any document was uploaded. Currently, there are supplier level notifications but when there is something that has been uploaded (jpg, memo, etc) and the system is unable to identify it to a supplier it dumps it to the failed tab which at present does not create any notification.

    9 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. 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.

    49 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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  11. 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?

    53 votes

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  12. 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.

    226 votes

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    42 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!

  13. 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…

    21 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. Allow upload of Excel (.xls .xlsx) document.
    Many suppliers supply their invoice in an excel format, Before they can be uploaded into Hubdoc they need to be converted to PDf.

    7 votes

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  15. 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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  16. 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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  17. Extract tax amount from the invoice. This is required for compliance with VAT amount recorded in accounts must match what is on the invoice

    Extracted Amount requires a manual entry of VAT amount. This is misleading as "extracted" suggests the amount has been extracted from the invoice.

    20% on expenses option calculates from the NET AMOUNT or backwards from the GROSS AMOUNT, this is incorrect as the may not match VAT amount on invoice specifically where there are non or zero vat amounts

    8 votes

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  18. Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.

    7 votes

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  19. 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

    28 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  20. Search function or the ability to sort through documents in Hubdoc by supplier or amount etc

    20 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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