Hubdoc - Filter documents by the user that uploaded them
There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.
We would like a filter that allows you to filter by user.
Stephan Pretorius
shared this idea
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Daniel Waldron
commented
I still that this still doesn't seem to be a feature, and it's causing me grief. I have a client with two sites and two xero files. They have similar names and often the invoice gets uploaded to both Hubdoc files, but of course payment will only turn up in the one bank feed.
Over time a mess has been created where invoices have been processed twice, but because it's two separate hubdoc files, it never gets flagged up as a duplicate.
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Tracy Thomson
commented
This would be enormously helpful as a feature, and I imagine, quite simple to implement.
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Judah Kosky
commented
This is a gross oversight on audit logs filters. You have the data, just add the filter.
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Andrea Hughes
commented
We would like to be able to bring up/search all invoices/receipts uploaded by a particular employee in all tabs.
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Elize Botha
commented
We have a few different Petty Cash accounts for different people. That is why it is crucial that every person only sees his own Petty Cash Slips per User on Hubdoc. I really hope you can assist us with this request.
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Noleen Smith
commented
We have a few different petty cash accounts for different people. That is why it is crucial that every person sees only his own Petty Cash Slips per user on Hubdoc.