140 results found
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Hubdoc - Tick box to download documents by transaction date.
Ability to search or order and select documents based on the transactions date
Purpose: Efficiency in downloading documents in bulk.
14 votes -
Hubdoc: Supplier Configure Rules setting - Ability to search by account name & code
To make users able to search account name & code within the supplier configure rules setting.
Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.
14 votes -
Hubdoc - Default to REVIEW for Docs
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.
13 votes -
Hubdoc - Process receipts through the app
Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website
12 votes -
Hubdoc - Capture supplier reference when posting Xero invoice
have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date
12 votes -
Hubdoc - Bulk edit supplier configurations
I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.
The automated help agrees it a good idea and suggested the following
"To bulk update Hubdoc suppliers, you can follow these steps:
1. On the Hubdoc dashboard, click the settings icon.
2. In the Manage Accounts tab, select the Suppliers tab.
3.…12 votes -
Hubdoc - US Date Format
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…
12 votes -
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.
12 votes -
Hubdoc - Bulk update document as 'Mark as paid'
Can we select multiple receipts at the same time to add the same tag or the same status such as Mark as paid?
12 votesHello 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 :)
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Hubdoc - Keep email text with the receipts.
When emailing receipts to Hubdoc, anything written in the email title or body should stay with the receipt. Currently, Hubdoc turns one email into 2 uploads. One upload is the email. One upload is the receipt. It is nearly impossible to know which email matches which receipt. The result is that important documentation is lost. For example, my clients often email a receipt to Hubdoc for meals and they write who was present at the meal and the business purpose into the email's title or body. Those details are required by the IRS but the current Hubdoc system does not…
11 votes -
Hubdoc - Automatically log on to suppliers accounts and fetch invoices
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.
11 votes -
Hubdoc: Submit purchase orders in Hubdoc to connect with purchase orders in Xero
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.11 votes -
Hubdoc - Upload notifications
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.
11 votes -
Hubdoc - Allocate to any bank account
Please make it possible to allocate expenses to any bank account while in hubdoc. That way a lot of time is saved when reconciling transactions to the bank account.
10 votes -
Hubdoc - Default coding of Document Type
Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.
10 votes -
Hubdoc - Create New Contact option from Hubdoc
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 -
Hubdoc - Allow publishing of $0.00 bills
Not an idea really but a bug which needs fixing.
A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.9 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…
9 votes -
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…
9 votes -
Hubdoc - Mark invoice or bills as paid when document mark as 'Paid' in Hubdoc
You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?
9 votesHello 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.
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