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For accountants & bookkeepers

For accountants & bookkeepers

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  1. It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.

    Thanks!

    17 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  2. It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Make a force sync button from Xero to Hubdoc.
    E.g. adding a new account in Xero takes a while for it to eventually show in Hubdoc.
    Unless you have to disable and reactivate the Xero-Hubdoc link

    Why not a button, that just 'force sync' the new chart of accounts into Hubdoc?

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.

    4 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  5. Should be able to filter by duplicate items so you can quickly go through "duplicates" and then get on with the ones that aren't duplicated

    8 votes

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

    4 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  7. Hubdoc. Options to post to Xero are Purchase, Spend money, Invoice (AP) and credit note.
    Can we have a received money option as well please so that I can enter say bar takings from an end of day till report straight to the Tills cash reconciliation report.?

    6 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  8. Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).

    58 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  9. 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)

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. 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.

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. 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.

    2 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  12. 1 vote

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    1 comment  ·  Hubdoc  ·  Admin →
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  13. To minimize the maximum organise for bout party to be aware to not to be niglected

    1 vote

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    1 comment  ·  Hubdoc  ·  Admin →
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  14. Some supplier invoices don't have a currency on them eg USD and Hubdoc enters the base currency of the organisation eg NZD - if you could assign a currency to a supplier, it would avoid having to manually change the currency on each invoice

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. 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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  16. have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date

    12 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  18. 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

    3 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  19. 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.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  20. In Xero we can enable payments on any account which allows us to post payments from that account directly. In Hubdoc you can only post spend money transactions from accounts listed as 'bank accounts' in Xero. This creates extra work for us when reconciling accounts as we also aren't able to post journals to bank accounts in Xero so we have to find a work around.

    Please update Hubdoc also include any accounts that have payments enabled

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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