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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.

    248 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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    Thank you for your input, everyone. Our team are currently looking into this idea. However, there's no dates planned on when the ability to add a note feature using mobile app will be released. Rest assured that we're keeping our eyes on this thread, so please continue to add your feedback and vote. For now, we'll move the status of this idea as 'Under review'.

    For the time being, you can use tags as suggested by Vicki, or send your document through email and use the format #note to add your note. If you have other options, feel free to share it 🙂.

  2. We would like Hubdoc to convert an uploaded Bank statement into a csv file.
    So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

    127 votes

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    21 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

  3. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    125 votes

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     ·  10 comments  ·  Hubdoc  ·  Admin →
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  4. There is currently no option for tracking inventory items on Hubdoc, aside from using the tracking categories. It is very laborious having to go into each transaction on Xero, after being published from Hubdoc, and select the Tracking Inventory items which in turn when selected changes the rest of the details on the line including the description originally filled into Hubdoc!

    It would save a great amount of time to include this field in the Hubdoc 'Destination' window and for Hubdoc to retrieve the inventory Items from the company's Xero account in the same way as the 'contacts' and 'accounts'…

    12 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    67 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. 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.

    10 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  7. 1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.

    1. Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too

    2. I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. Hubdoc should automatically correct the rotation of documents. Sometimes, particularly for photographs, documents are uploaded with incorrect rotation. Hubdoc must know the correct rotation because it is scanning the text. Why not fix the rotation so that the text is the right way up?

    37 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. Hubdoc - Allow Hubdoc to read a link in the email.

    When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.

    32 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  10. For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.

    3 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  11. Ongoing International banking service many transfer family support my primebank

    1 vote

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    1 comment  ·  Hubdoc  ·  Admin →
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  12. I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?

    Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription…

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    32 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  15. NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff

    11 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  16. It's a small annoyance - but an annoyance all the same.
    (mostly I am annoyed with myself for forgetting the two sections are different ;)

    In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.

    But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. It would be good if you could copy and paste from a document in HUBDOC. Like you can from any pdf format document.

    eg If I enter an invoice in HUBDOC it would be good if I could go back to it and copy and paste the bank details into Xero like you can from any pdf document.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Once the file is uploaded to Hubdoc, it effectively becomes a JPEG once at the review screen, this means you can not copy paste or grab contents from within the document and you will have to either open up the PDF on a separate screen or edit it within Xero.

    It would be great if the description could also be extracted - OR allow the document to be copied/stay a PDF to be able to copy. This will reduce human errors when entering data. Thank you.

    3 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  19. 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.

    9 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  20. Currently clients can't code or assign a tracking category on the app

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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