Hubdoc - Notification when documents are uploaded
When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.
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Ben O'Leary commented
Agree. We don't log into Hubdoc every day... we need to know when something is loaded to trigger it being actioned...
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Paul Rogers commented
The first place I check in Xero is the dashboard it would be great if the notification appeared in Xero dashboard failing that a email notification would be very useful, there is an option to do this in integrations of forwarding every new hubdoc document but this does not work for uploaded receipts
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Jules Jones commented
I can see this has been a few months - has there been any word from Xero/HubDoc on the likelihood of this feature being implemented?
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Marc Schwarz commented
This would be a great and simple addition. The email notification functionality already exists when publishing to Xero. It simply needs to be added to email upon upload also. Preferably this would not be supplier specific. Just a basic option to enable notifications on upload. It could later be expanded to have supplier overrides but that's secondary.
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April Finedore commented
We definitely need email notifications when documents are sent to Hubdoc.
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Crystal Henrickson commented
When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.