HubDoc - make the subscriber of the Xero file the owner of the HubDoc file
At the moment there is a glaring issue with Xero files and HubDoc files, that the subscriber/owner of each can be different, even though the HubDoc file is integrated with the Xero file and is "paid for" by virtue of the Xero subscription.
This means it's possible for someone to lose access to their HubDoc account, even if they are the subscriber of their Xero file. Nightmare.
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Sam Gray commented
@Darlene, maybe not all... But the vast, vast majority are...
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Darlene Gadowsky commented
Be aware - Not all Hubdoc accounts are owned through Xero Subscriptions. If the client wants to maintain their Hubdoc they can do it. This is some information regarding it: https://central.xero.com/s/article/Transfer-a-Hubdoc-organisation#Transferanorganisationtoaclient