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For accountants & bookkeepers

For accountants & bookkeepers

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115 results found

  1. NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff

    21 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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  2. 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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  3. 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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  4. Users can scan their invoices via mobile app when they don’t have an internet connection.

    Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.

    20 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. Users can check which suppliers are on autosync quickly.

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

    18 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  6. 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.

    16 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  7. Need a better user management/access experience in HubDoc. Currently the practice user who set up the Hubdoc account needs to invite all other practice users into the client. Would it be possible to merge the Hubdoc access into the Xero HQ access or replicate the HQ access system in HubDoc.

    15 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  8. 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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  9. There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.

    We would like a filter that allows you to filter by user.

    13 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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  10. Please can foreign currency be OPTIONAL and turned off?

    Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
    BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
    We ONLY report in AUD.

    12 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  11. 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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  12. 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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  13. 2 decimal places in Hubdoc is not enough. It must match Xero's 4 decimal places.

    I have had to stop recommending Hubdoc to businesses that use item/inventory functions in Xero. Many businesses buy and sell products to the 4th decimal place. When you are dealing with large numbers 2 decimal places are significant. Users have become frustrated with having to do rounding line items and other fixes just to ensure the correct total price/quantity is captured in Xero.

    11 votes

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     ·  4 comments  ·  Hubdoc  ·  Admin →
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  14. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. 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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  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. Currently clients can't code or assign a tracking category on the app

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. 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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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  19. Currently you cannot submit a purchase order in Hubdoc, there is no "publish as" option.
    It would be good if it was an option and have it flow/link with purchase orders in Xero, to which then can flow into Approvalmax to be approved.
    Currently it requires an employee to access another system which would be good to limit.

    9 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  20. 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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