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For accountants & bookkeepers

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108 results found

  1. We would like Hubdoc to convert an uploaded Bank statement into a csv file.
    So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

    218 votes

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    39 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

  2. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    177 votes

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     ·  11 comments  ·  Hubdoc  ·  Admin →
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  3. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    144 votes

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     ·  53 comments  ·  Hubdoc  ·  Admin →
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  4. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    140 votes

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    16 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

  5. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    115 votes

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     ·  13 comments  ·  Hubdoc  ·  Admin →
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  6. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    89 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    71 votes

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     ·  17 comments  ·  Hubdoc  ·  Admin →
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  8. Hubdoc should automatically correct the rotation of documents. Sometimes, particularly for photographs, documents are uploaded with incorrect rotation. Hubdoc must know the correct rotation because it is scanning the text. Why not fix the rotation so that the text is the right way up?

    51 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    49 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  10. Hubdoc - Allow Hubdoc to read a link in the email.

    When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.

    47 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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  11. 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).

    44 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  12. Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.

    38 votes

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     ·  6 comments  ·  Hubdoc  ·  Admin →
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  13. There is currently no option for tracking inventory items on Hubdoc, aside from using the tracking categories. It is very laborious having to go into each transaction on Xero, after being published from Hubdoc, and select the Tracking Inventory items which in turn when selected changes the rest of the details on the line including the description originally filled into Hubdoc!

    It would save a great amount of time to include this field in the Hubdoc 'Destination' window and for Hubdoc to retrieve the inventory Items from the company's Xero account in the same way as the 'contacts' and 'accounts'…

    28 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.

    27 votes

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     ·  5 comments  ·  Hubdoc  ·  Admin →
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  15. Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on

    27 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  16. 1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.

    1. Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too

    2. I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this

    25 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?

    Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription…

    24 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. It would be good if you could copy and paste from a document in HUBDOC. Like you can from any pdf format document.

    eg If I enter an invoice in HUBDOC it would be good if I could go back to it and copy and paste the bank details into Xero like you can from any pdf document.

    23 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    22 votes

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     ·  6 comments  ·  Hubdoc  ·  Admin →
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  20. Once the file is uploaded to Hubdoc, it effectively becomes a JPEG once at the review screen, this means you can not copy paste or grab contents from within the document and you will have to either open up the PDF on a separate screen or edit it within Xero.

    It would be great if the description could also be extracted - OR allow the document to be copied/stay a PDF to be able to copy. This will reduce human errors when entering data. Thank you.

    20 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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