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For accountants & bookkeepers

For accountants & bookkeepers

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138 results found

  1. Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. 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.

    8 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  3. 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.

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. 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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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. Add default options for bill due dates within the supplier rules:
    - end of current month (based on invoice date)
    - end of next month (based on invoice date)

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. Allow us to post payments through Hubdoc like we can on Dext.

    7 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  8. Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.

    7 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  9. 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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  10. Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".

    An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…

    7 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  11. When converting a pdf to csv, the platform will high-light the extracted lines so that you can see any MISSED lines that you need to manually add to the csv before importing. If you leave that screen, however, and proceed to download your csv, those high-lights disappear and you have no way to get them back. There should be a way to download the high-lighted pdf, get the high-lights back, or at the very least a warning to the user to capture this data now or lose it forever once you proceed to download your csv.

    6 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  12. Can we have a setting to enable the status section of the Xero destination tab to enable the user to select the status for all documents to be either - draft, awaiting approval or awaiting payment. this save time in having to select this each time a document is uploaded.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason

    6 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.

    6 votes

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  15. 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.

    6 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  16. 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

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.

    5 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  18. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. In the HubDoc there is a default setting with a checkbox always marked (active) for "save configuration".

    A lot of mistakes are made because old text is saved and reused when it shouldn't.

    It's better if there is no text instead of wrong text.

    Therefore the default should be unchecked (off) for this "save configuration" checkbox because it causes a lot of problems when the wrong text is saved to XERO.

    See the HubDoc screenshot attached for the "save configuration" checkbox I'm referring to.

    5 votes

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  20. Stop dating in 1900s.
    Today I typed in the date 5/3/25. Click on the little calendar that appears, the month says March 25. Click on 5 March 25.

    Hubdoc interprets this as the year 1925.

    I dont think there are many people entering receipts from 100 years ago.
    Please remove those last century calendars from Hubdoc.

    While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year. It warns you AFTER it's been sent to Xero, then doesn't let you correct it because of the status -…

    4 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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    Thanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.

    It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.

    We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.

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