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For accountants & bookkeepers

For accountants & bookkeepers

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113 results found

  1. Add bank five nine to your list of banks you work with.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  2. Please include the function to translate financial statement from the local/base currency to reporting currency.

    Currently, the PL is converted at month end rate rather than the average rate. This is incorrect.

    1 vote

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  3. It would be SO SO very helpful if Hubdoc could add another "Sort by" option at the top of the page so that when we're allocating, we can allocate in alphabetical order for the same supplier as you are in the same head space of that expense to allocate, far easier than doing a supplier search and then allocating especially when my client has 100s of different suppliers to allocate in the month. It's also helpful in the other tabs too, for example when trying to sort your statements in alphabetical order to check them off against Xero before paying.…

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  4. When an email is forwarded to Hubdoc, only the body of the email is captured (if you have that option ticked in the settings). We need the full email sent to Hubdoc captured in the document created by Hubdoc, ie please include the email fields FROM, TO, SUBJECT, DATE as well as the body of the email, ie the full email that was sent to Hubdoc. Often we have to reply to the email that has been sent and we only have access to the version sent to Hubdoc as the original email is often sent to the clients email…

    2 votes

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  5. 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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    0 comments  ·  Hubdoc  ·  Admin →
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  6. Locked Dates & Integration with Xero.

    Currently irrespective of a locked date in Xero, HubDoc will publish a document within a locked period - this is problematic and in my opinon cause greive from a reporting aspect.

    Could a change please be made to prevent publication in HubDoc of documents for a locked period. With a message to indicate "Unable to Publish due to Locked Period". The User will then have the option to Unlock the date in Xero if required or have the date as the 1st of the current reporting period.

    Kind regards
    Jacky

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  7. 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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  8. Not an idea really but a bug which needs fixing.
    A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. 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

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. Can we dumb it down for our clients when it comes to selecting the account code. When creating an invoice or a purchase bill we should not be able to code it to Accounts Receivable or Accounts Payable. When posting directly to Xero it gives you an error but when someone is posting to BILL or QuickBooks it continues to let it go through. Then when BILL syncs with Xero it causes a syncing error. This is also an issue with the bank accounts being select as the account code. Why can we just remove bank accounts, AR and AP…

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  11. I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.

    The automated help agrees it a good idea and suggested the following

    "To bulk update Hubdoc suppliers, you can follow these steps:
    1. On the Hubdoc dashboard, click the settings icon.
    2. In the Manage Accounts tab, select the Suppliers tab.
    3.…

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. Can you please make it so that we can include discounts on invoices that are uploaded through Hubdoc?

    1 vote

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

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. I wanted to put a suggestion that when hubdoc is getting the totals, that they get the correct total and maybe even a prompt when it is unsure of the subtotal and total. I have had a few issues come up where hubdoc is bringing in the incorrect total.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Supported Banks - Please add Intrust Bank.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  20. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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