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Hubdoc - Memorise multiple line invoice

Ability to memorise the configuration of previous multiple line invoices.

Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminEthan M (Admin, Xero) responded  · 

Thanks for your support here, everyone. With Hubdoc we've just introduced a way for you to save configurations for documents with multiple lines, to help you create transactions in Xero faster and save you time from entering data.

Now, when you publish documents with multiple line items into Xero you'll see a button to copy item details you entered last time - 'Add last items'.

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  • Brian McCarter commented  ·   ·  Report

    At the very least, clone the "add last items" feature from xero into hub doc in the mean time until you can get the ai to auto take care of this.

    Lots of bills are split the same exact way every single month. There is no reason for us to have to manually do this when it follows a pattern, or could be set with a series of rules/ formulas.

  • Marie Dias commented  ·   ·  Report

    Yes! This is an important missing feature in Hubdoc. We should also have the option to set rules for splits per supplier in the configurations settings.

  • Jason Beare commented  ·   ·  Report

    Thanks for the comment Rachel. This isn't done from directly within Hubdoc though based on your screenshot. Do you publish the bill from Hubdoc as a single line item entry and then subsequently edit from within Xero?

  • Rachel Paterson commented  ·   ·  Report

    You can already do this by using the add last items function from inside a bill. It appears after you have added the contact name. We use this function a lot e.g. splitting mobile phone bills to different account and tracking codes for different branches.

  • Jason Beare commented  ·   ·  Report

    Also just simply to be able to memorise business and private apportionment splits applicable to bills so they don't have to be manually re-entered over and over and over

  • Rachel Parsonage commented  ·   ·  Report

    Many clients are starting to use both department coding and split ledger codes on recurring invoices. Would be great to streamline the process through Hubdoc for all bills/receipts rather than relying on recurring bills in Xero to memorise coding for the affected bills.