Hubdoc: Supplier Configure Rules setting - Ability to search by account name & code
To make users able to search account name & code within the supplier configure rules setting.
Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.
AdminXero Team
(Admin, Xero)
shared this idea
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Kelly Mansell
commented
Hubdoc's long, unfiltered account code list makes it hard to find codes quickly, with no user-specific customisation.
It would be fantastic if Hubdoc had an option to tick or untick account codes within the settings, allowing users to minimise the list and avoid endless scrolling to find the right code.
Even better, it would be great if these settings could be customised per user, so only specific individuals see certain account codes.
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Laura Nelson, EA
commented
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 from the account code dropdown listing.