138 results found
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Hubdoc - Failed tab notification dot
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 -
Hubdoc - Automatic file tagging
The ability to assign a tag to a file and have subsequent files uploaded be tagged.
4 votes -
Hubdoc - Sync line item edits to update document in Xero
Editing line item function to be added in Hubdoc, so that it can be sync in XERO.
4 votes -
HubDoc - make the subscriber of the Xero file the owner of the HubDoc file
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 -
Hubdoc - Email-to-Bill Rules
Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules
Specific Ideas:
-Setting a default Global Due by date when missing
-Setting a specific stock line(s) to apply stock to by supplier
-Setting not to overwrite cost price with default cost price in system.4 votes -
Hubdoc - Filters for published to Google Drive or DropBox
To be able to view a list of documents that have "not" been published to Google Drive or DropBox. With the ability to filter and bulk publish would be a really useful feature to have
3 votes -
Hubdoc - Ability to receipt supplier payments as remittances in Xero
Why can’t we simplify the process of submitting and reconciling remittances from suppliers using a "receive money transaction" in Xero? Currently, when we receive a remittance through Hubdoc, we must manually change it to 'receipt' before submitting it. This creates an invoice draft in Xero, which we end up deleting as it serves no purpose, leaving the remittance stuck in Hubdoc. This process is inefficient and doesn’t make sense. We want to phase out Hubdoc, but it's currently the only place where we can store remittances. Ideally, Hubdoc should communicate directly with Xero, identifying the file as a remittance for…
3 votesThanks for sharing your idea here, Kelly. We don't have any plans for adding the ability to receipt remittances from Hubdoc to Xero in the short term, but we'll gauge the interest from the community in this, here.
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Hubdoc - Extract invoice reference or job reference
Can Hubdoc extract the invoice reference or job reference from an invoice and add that as a job tag. Would be very useful when the invoice is on-chargeable to a project, especially when there are multiple projects/jobs on the go. E.g. building industry type jobs.
3 votes -
Hubdoc - Warning when drag & dropping folders
I find it very easy to accidentally drag and drop folders into another folder in the documents list and then it's gone before you even notice which folder it was or which folder it got dropped into. Please please please add a pop-up query when a folder is dropped into another folder - "do you really want to do this?"
3 votes -
Hubdoc - Auto-Archive for specific supplier
I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.
3 votes -
Hubdoc - Time Tracking for users
History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.
3 votes -
Hubdoc - Assign admin rights over clients and users to one practice user
Primary issue:
If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.Workaround proposed - and the related issue:
- We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
- This also is not feasible due to the 2-Factor Authorization requirements
- This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)I…
3 votes -
Hubdoc App - Hide Archived documents in Mobile App
Hubdoc App. Can we have the ability to hide archived documents. Or create a separate tab similar to the web version. Another option is to make archived documents dim so clients are aware that the documents are processed and are in Xero.
3 votes -
Hubdoc - Enter Rental Income and Agent fee statements as one document
In the UK most agent management statements show both the rental income and the cost of sales for their fees, and any expenses incurred on behalf of the landlord.
is it possible to be able to enter this through Hubdocs as a single document3 votes -
Hubdoc - Purchase Order Field Extracted to Transaction Detail Window
I believe it would be of great help to extract the Purchase Order code from the invoice into hubdoc.
It is very important to create a simple path from the begging of creating a purchase order to finally paying for the product or service and having a way to connect it all together, I believe the purchase order number is a vital part of the process and can be referenced throughout the whole process.
Would be great to hear some feedback on this idea!
3 votes -
Hubdoc | Add new contact - Details to populate from the invoice
When creating a new contact in Hubdoc for Xero, it would be great if there was an option to add the contact details (address, phone, email, tax ID, bank details, etc) right then. Hubdoc could read the information from the invoice and populate it on the spot rather than my having to remember who I added on the fly, go find the information again, and then manually type it all in myself.
3 votes -
Hubdoc - Allow Upload Only users to view tags from a common list
Hubdoc User roles - it would be incredibly helpful if upload only users were able to view (not edit or add) tags from a common list. We have 17 staff who have company visa's I'm wanting to use Hubdoc for them to be able to upload their visa receipts & invoices instead of having them manually sent to me the following month for coding and entering.
I've set up the tags with the descriptions of the GL codes, however I've found that they are unable to view or use these tags without setting them up themselves. Having a communal list…
2 votes -
Hubdoc - Feature to group/organise tags
Hubdoc tag organization
It would be extremely useful to be able to group or nest tags within Hubdoc. When there are 20+ tags in use, managing the list of tags becomes unwieldy. The ability to organize the tags within groups would allow more streamlined document management. This is especially important for clients that have been using Hubdoc for several years and have organized thousands of documents using Hubdoc tags, but for whom the majority of documents are being stored for archival reasons. For those, all the inactive tags don't need to be on display all the time. Would it be…2 votes -
Hubdoc - Contrast feature
A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.
2 votes -
Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
2 votesHi Raydan, not entirely clear of your idea here can you share a bit more detail of the change or new feature you'd like to see Xero develop and how this would help you?
- Don't see your idea?