Bank Rules in Hubdoc
It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.
Aileen Pennington
shared this idea
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Jane Stergio
commented
This would be very useful. Some suppliers provide a number of different services, so having them all set in a template would be useful.
Eg Phone accounts - there may be Multiple charges for Telstra/Optus etc in a month - one for each phone number - and you want to put the phone number in the description. Having multiple preset descriptions would make this easier - not having to type the different description each time. -
Stefan Geyer
commented
Agreed, I have bank rules setup and now automated my transactions with Hubdoc, but then need to split my transactions manually...
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Dianne George
commented
This function couldn't happen soon enough.