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.

    31 votes

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  2. 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.

    19 votes

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  3. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    7 votes

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     ·  3 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  5. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    4 votes

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  6. Include a new field in the transaction details section so that you can allocate your own project code or job reference (rather than just the invoice number) for better project tracking.

    3 votes

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  7. Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on

    2 votes

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  8. Search function or the ability to sort through documents in Hubdoc by supplier or amount etc

    1 vote

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    1 comment  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.

    9 votes

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  10. Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules

    Specific Ideas:
    -Setting a default Global Due by date when missing
    -Setting a specific stock line(s) to apply stock to by supplier
    -Setting not to overwrite cost price with default cost price in system.

    1 vote

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  11. Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.

    1 vote

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  12. Extract tax amount from the invoice. This is required for compliance with VAT amount recorded in accounts must match what is on the invoice

    Extracted Amount requires a manual entry of VAT amount. This is misleading as "extracted" suggests the amount has been extracted from the invoice.

    20% on expenses option calculates from the NET AMOUNT or backwards from the GROSS AMOUNT, this is incorrect as the may not match VAT amount on invoice specifically where there are non or zero vat amounts

    1 vote

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  13. Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.

    1 vote

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  14. Users can scan their invoices via mobile app when they don’t have an internet connection.

    Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.

    7 votes

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  15. Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".

    An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…

    1 vote

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  16. Users can check which suppliers are on autosync quickly.

    Purpose: To save time from having to click multiple pages.

    8 votes

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  17. Ability to search or order and select documents based on the transactions date

    Purpose: Efficiency in downloading documents in bulk.

    4 votes

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  18. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    3 votes

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  19. Ability to memorise the configuration of previous multiple line invoices.

    Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.

    9 votes

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  20. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    26 votes

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