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For accountants & bookkeepers

For accountants & bookkeepers

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115 results found

  1. Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
    Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.

    2 votes

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  2. 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.

    2 votes

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  3. I have 19 rental properties with 19 separate AT&T internet bills monthly. There needs to be a method within Hubdoc to automate publishing each receipt to a uniqueTracking Category each month. Right now it is all manual and very time consuming.

    2 votes

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  4. At the moment Hubdoc extracts supplier name only which makes it tricky to use for processing sales invoices as the customer has to be manually selected and has no default settings. If Hubdoc could also extract customer name, it would really help with AR processing.

    2 votes

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  5. Would like HSBC data to link to Xero or at minimum be supported for statement extraction.

    2 votes

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  6. I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..

    We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.

    It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.

    Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.

    2 votes

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  7. It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate

    2 votes

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  8. Search Receipts for tracking code. Tracking code is usually an address/ location/ or some key word about a product line. The list is known for each customer. Why can't the AI check for words matching the tracking code list and suggest the correct one.

    Competitors can do this and have gone as far as blogging about the ML methods to do this.
    https://engineering.appfolio.com/appfolio-engineering/2022/11/11/understanding-invoices-with-document-ai

    2 votes

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  9. We are starting to utilise the Xero email function to push PDF attachments through to files, to then either raise a bill or spend money.

    For ease could it be possible to show the number of documents that need attention ie. Files (8) when we drop down on the client name?

    2 votes

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  10. The ability to bulk transfer documents a client has uploaded in FILES section of Xero to Hubdoc so we can utilise the OCR and automation of documents into Xero better

    1 vote

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  11. We recently had an incident where a client's Hubdoc documents were pointing to another client's Xero file, but it had only changed in the last month. It would be great if Hubdoc had an audit trail for changes to system settings, so we can work out how it happened and put measures in place to prevent further instances.

    1 vote

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  12. It would be good if Hubdoc created a short cut key (e.g CTRL + D) which allowed you to enter in a timestamp. This would be really helpful in the notes section when multiple people are leaving notes on a document

    1 vote

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  13. The invoices provided in our Hubdoc account do not contain all accounts for all clients on our console as some are included with a Xero subscription and/or comped. Would it be possible to have them included on the invoice at a $0 cost?

    1 vote

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  14. Can you please make it so that we can include discounts on invoices that are uploaded through Hubdoc?

    1 vote

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  15. The ability to assign a tag to a file and have subsequent files uploaded be tagged.

    1 vote

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  16. when xero says 'Document too large to attach. View in Hubdoc' when viewing an invoice, could you make that a hyperlink so i can just click on the link to hubdoc, saves copy & paste, thanks.

    1 vote

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  17. Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.

    1 vote

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  18. Supported Banks - Please add Intrust Bank.

    1 vote

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  19. Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.

    1 vote

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  20. I would like to add to the Sort By options, to include Payment Status. When Bills are issued months in advance of the due payment date it's difficult to manually skim through and find them on the Hubdoc Docs list to check them off as paid. As some of our bills are paid via owner funds introduced, it becomes important to have a checklist of what's been processed and what hasn't.

    1 vote

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