Hubdoc - Extract all line item details including inventory items
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.
Pam van Muijen
shared this idea
-
Bevan Falloon
commented
This should be number 1 priority IMO. Without it the app doesn't save a whole load of time. The only real benefit for us is that is keeps all the processing in once place rather than via email. Other than that the automation piece isn't that valuable... until line items are supported.
-
Leandri Hanekom
commented
We would like to draw a report of a specific job using the unique number to see what we spent on that job. I hope this makes sense. (Pastel accounting system allowed us to do this)
Thank you for considering my idea. -
AdminJonathan Harper
(Admin, Xero)
commented
Hi Leandri, thanks for raising your idea about unique number reports in Hubdoc.
Could you please include some info on how this would be helpful for you in your day-to-day work?
-
Leandri Hanekom
commented
It would be great to have the following:
When an invoice is created in hubdoc with a specific / unique number (which can be added in the description bar) and published to Xero (we are in construction and all our jobs receive a unique number) it would be nice to be able to draw a report of that specific job number in Xero for costing purposes. -
Muhammad Akram
commented
will help maintain inventory
-
Daniel Leapman
commented
Agree that extracting the details from bill documents would be incredibly helpful.
The previous invoice details are recalled automatically and it makes it easy to accidentally input the last transaction's description if not careful.
Some way of selecting the text on the page to be used as the transaction description would be ideal.