Mark Hubdoc Purchases as Paid once Reconciled in Xero
When the transaction is reconciled to a Bill that's been uploaded from HubDoc in Xero, it should mark the document as Paid in HubDoc. (Google's AI-generated answer says that this happens, but it doesn't on my account). That way it would be much easier to see in HubDoc which items still aren't reconciled
Specifically, if a document is
1) published as "Purchased, Awaiting Payment", and published to Xero
2) that bill is then reconciled to a transaction in Xero, so that bill is shown as Paid and linked to Hubdoc
3) then when viewing the document in Hubdoc, "Mark as Paid" should have automatically been checked by Xero synchronizing this status back to Hubdoc
David Fraser
shared this idea
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David Fraser
commented
Note that this is different from this other suggestion that when someone clicks "Mark as Paid" in Hubdoc the purchase should be marked as paid in Xero: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/45439924-hubdoc-mark-invoice-or-bills-as-paid-when-docume#{toggle_previous_statuses}