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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Ability to use Biometrics when Logging into Hubdoc app. It's great to add receipts and invoices on the go using the Hubdoc app, but manually typing in the credentials to log in slows down the process. It would be great if you could use the phone's facial recognition or fingerprint to quickly log in.

    7 votes

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    4 comments  ·  Hubdoc  ·  Admin →
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  2. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. 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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  4. 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.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. Please fix the amount of time it takes for returns to move from "submitted" to "filed"

    6 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  6. 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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  7. 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)

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. 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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  9. You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. 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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  11. 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…

    6 votes

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

    6 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  13. 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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  14. Allow us to post payments through Hubdoc like we can on Dext.

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. 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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  16. 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.

    4 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  17. It would be really helpful if there was a way of adding a notification dot on the "failed" tab in Hubdocs to alert the user to any documents that have not been published. We have often had documents that have failed but forget to look on the failed tab. A reminder dot would be so helpful and probably quite easy to install into the programme. Is this possible please?

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. The ability to assign a tag to a file and have subsequent files uploaded be tagged.

    4 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  19. Editing line item function to be added in Hubdoc, so that it can be sync in XERO.

    4 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  20. 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.

    4 votes

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