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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john mike
commented
Automation like bank rules definitely saves time and reduces errors. For simple and quick account tracking, using NBAD balance inquiry tools can also help you stay updated on your funds easily: https://nbaddbalanceinquiryonline-ae.com/
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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.