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For accountants & bookkeepers

For accountants & bookkeepers

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  1. 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.

    15 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  2. Primary issue:
    If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.

    Workaround proposed - and the related issue:
    - We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
    - This also is not feasible due to the 2-Factor Authorization requirements
    - This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)

    I…

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. 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.

    20 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  4. Can we dumb it down for our clients when it comes to selecting the account code. When creating an invoice or a purchase bill we should not be able to code it to Accounts Receivable or Accounts Payable. When posting directly to Xero it gives you an error but when someone is posting to BILL or QuickBooks it continues to let it go through. Then when BILL syncs with Xero it causes a syncing error. This is also an issue with the bank accounts being select as the account code. Why can we just remove bank accounts, AR and AP…

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  5. Can you please make it so that we can include discounts on invoices that are uploaded through Hubdoc?

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. The ability to assign a tag to a file and have subsequent files uploaded be tagged.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. when xero says 'Document too large to attach. View in Hubdoc' when viewing an invoice, could you make that a hyperlink so i can just click on the link to hubdoc, saves copy & paste, thanks.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. 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.

    89 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. I wanted to put a suggestion that when hubdoc is getting the totals, that they get the correct total and maybe even a prompt when it is unsure of the subtotal and total. I have had a few issues come up where hubdoc is bringing in the incorrect total.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. HUBDOC Sorting Alphabetical Feature needed PLEASE. Wishing to request an extra sort option under the "Sort by" button above the "Processing", "Review", "Failed", "Archived" tabs. Currently we have "Upload Date", "Bill Date", "Due Date" & "Amount" options. We create a statements folder for each month and when we're trying to check off the statements with whats in Xero report that is sorted by alphabetical order it would be practical. Also its good to allocate suppliers in the review tab in alphabetical order too if you have a huge number to do then you are compartmentalising that supplier and all the…

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. Allow us to post payments through Hubdoc like we can on Dext.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. 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…

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. 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.

    47 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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  15. Supported Banks - Please add Intrust Bank.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.

    Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  17. Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.

    1 vote

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  18. 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?

    51 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. I would like to add to the Sort By options, to include Payment Status. When Bills are issued months in advance of the due payment date it's difficult to manually skim through and find them on the Hubdoc Docs list to check them off as paid. As some of our bills are paid via owner funds introduced, it becomes important to have a checklist of what's been processed and what hasn't.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  20. Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
    It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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