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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Naturally, when emailing in invoices and receipts, we end up with extraneous items in the Docs Pane on the left hand side. To delete these, we currently only have a small 'delete' button in the far top right corner, followed by a confirmation message in the centre of the screen.

    It'd be great if the UI was updated to have either:
    - a delete button closer to the Docs Pane on the left hand side
    - some right click functionality, to allow us to delete documents
    - some keyboard shortcuts to allow us to process these items much quicker

    I…

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. Allow for credit card credits to be posted as negative expenses. This will permit matching in QBO bank section. Currently credit card credits are not matchable and cause confusion with client staff unaware of what to do with these orphan transactions in QBO.

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  3. Produce a report in Hubdoc that tells you how many invoices are processed in a month

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  4. There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
    - Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
    - Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
    - Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).

    We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…

    1 vote

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  5. Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

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  6. When you use the cog in Hubdoc to update supplier information e.g. payment terms it use to being up the supplier, but it has recently stopped doing this. Now you have to search for the supplier to update and this takes time and is frustrating, especially as you use to be able to do this. Please put back this facility.

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  7. feel so bad currently.

    for the image (Picture) + PDF very clear.
    upload still cant capture the important data

    1. due date will date back to year 2020. why will choose this year?
    2. company name problem
    1 vote

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    Hi Wendy, from what you've described our Support team may be best placed to help you here, instead of a product idea. I checked your support cases and it doesn't look like you've raised a case about this yet.

    Please could you contact support and include some more details and screenshots, they'll be happy to check it out. There's info on how to do this here: Get help from Xero support.

    I'll close this idea off for now, and if support can't resolve the problem you can create a new idea, please be sure to include as much detail as possible to describe the idea.

  8. 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.

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

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  10. Supported Banks - Please add Intrust Bank.

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

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  12. Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
    It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.

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  13. At present you have to enable indvidual currencies in Xero settings to allow a purchase receipt in this currency to go through from Hubdoc. If the currency is not pre-set up in Xero then the default is that that the purchase invoice reverts to GBP which means that you then have to reset the currency in Xero. If all currencies were automatically enable for Premium subscriptions this would be avoided and would not rely on each individual currency being manually added to Xero.

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  14. I normally download publish failed documents, and then archive them. One day, I lost the downloaded files. I try to find them from Hubdoc archive folder. However, I can’t find date of archive. I’m really worried about I download duplicated files and enter them into Xero. I hope Hubdoc can add When the documents have been archived includ date and time. So to avoid duplicated documents enter into Xero.

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  15. It would be incredibly useful if there was the ability to create folders in HUBDOC to file published documents. This would make it easier to find any documents for the future as at present they are just in one longs list. For someone who heavily uses HUBDOC this list is never ending and almost impossibly to find documents that were uploaded historically.

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  16. Dropbox integration needs to include business Dropbox accounts. HubDoc is used by Businesses so it would make sense for the integration to be with Dropbox business. Currently only works with Personal Accounts.

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  17. We use Huron Community Bank and would like Xero and Hubdoc to extract data .

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  18. Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA

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  19. Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?

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  20. set up automated messages when invoices are submitted in Hubdoc.

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