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For accountants & bookkeepers

For accountants & bookkeepers

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  1. I would like to have hubdoc periodically log in to our supplier's account( Fedex, Amazon, Upwork, UPS etc) and fetch the invoices automatically.

    Dext Prepare already does that so I can see Xero loosing thousands of dollars by relying on third party software. I guess let's start with the most popular suppliers and take it from there. This can be an add on to Hubdoc for a bit extra and happy to pay as long as it is comparable in price to other software packages. That would greatly automated our accounts.

    7 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  2. 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.

    10 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  3. When an email is forwarded to Hubdoc, only the body of the email is captured (if you have that option ticked in the settings). We need the full email sent to Hubdoc captured in the document created by Hubdoc, ie please include the email fields FROM, TO, SUBJECT, DATE as well as the body of the email, ie the full email that was sent to Hubdoc. Often we have to reply to the email that has been sent and we only have access to the version sent to Hubdoc as the original email is often sent to the clients email…

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  5. 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'…

    35 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  6. The ability to bulk transfer documents a client has uploaded in FILES section of Xero to Hubdoc so we can utilise the OCR and automation of documents into Xero better

    1 vote

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    0 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

    26 votes

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

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. 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…

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. 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.

    186 votes

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     ·  12 comments  ·  Hubdoc  ·  Admin →
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  13. 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.

    31 votes

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     ·  5 comments  ·  Hubdoc  ·  Admin →
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  14. 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.

    25 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  15. It would be good if Hubdoc created a short cut key (e.g CTRL + D) which allowed you to enter in a timestamp. This would be really helpful in the notes section when multiple people are leaving notes on a document

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. The invoices provided in our Hubdoc account do not contain all accounts for all clients on our console as some are included with a Xero subscription and/or comped. Would it be possible to have them included on the invoice at a $0 cost?

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. 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.

    17 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  18. HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.

    So to let us see the entire 'Tags' description please enable expand this column.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. 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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  20. 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.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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