Hubdoc - Default to REVIEW for Docs
Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.
13
votes
Dipak Shah
shared this idea
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Naomi Dunne
commented
We are starting to utilise the Xero email function to push PDF attachments through to files, to then either raise a bill or spend money.
For ease could it be possible to show the number of documents that need attention ie. Files (8) when we drop down on the client name?