104 results found
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Hubdocs App - the ability to add expense code and tracking category
Currently clients can't code or assign a tracking category on the app
10 votes -
Hubdoc - Extract description
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.
22 votes -
Hubdoc - Assign admin rights over clients and users to one practice user
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 -
Hubdoc - Prompt when Total isn't certain
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 -
Hubdoc - Ability to include discounts
Can you please make it so that we can include discounts on invoices that are uploaded through Hubdoc?
1 vote -
Hubdoc - Automatic file tagging
The ability to assign a tag to a file and have subsequent files uploaded be tagged.
1 vote -
Hubdoc - Sort documents by file name
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…
5 votes -
Hubdoc - differentiate credit notes from bills on auto-sync
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.
4 votes -
Hubdoc - Make the 'Document too large to attach' message a hyperlink
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 -
Xero Expenses - Record a refund / credit note
Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.
5 votes -
Hubdoc - Add support for National Bank of Canada
Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.
1 vote -
Hubdoc - Publish receipt to existing Xero bill
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.
90 votes -
Hubdoc - Use 4 decimal places for Quantity & Price rounding
2 decimal places in Hubdoc is not enough. It must match Xero's 4 decimal places.
I have had to stop recommending Hubdoc to businesses that use item/inventory functions in Xero. Many businesses buy and sell products to the 4th decimal place. When you are dealing with large numbers 2 decimal places are significant. Users have become frustrated with having to do rounding line items and other fixes just to ensure the correct total price/quantity is captured in Xero.
11 votes -
Hubdoc - Add a tag when emailing documents into Hubdoc
Hubdoc add a tag when emailing documents into Hubdoc
2 votes -
Hubdoc - Enable payments
Allow us to post payments through Hubdoc like we can on Dext.
3 votes -
Hubdoc - Allow Hubdoc to read a link in the email
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.
49 votes -
Hubdoc - Purchase Order Field Extracted to Transaction Detail Window
I believe it would be of great help to extract the Purchase Order code from the invoice into hubdoc.
It is very important to create a simple path from the begging of creating a purchase order to finally paying for the product or service and having a way to connect it all together, I believe the purchase order number is a vital part of the process and can be referenced throughout the whole process.
Would be great to hear some feedback on this idea!
3 votes -
Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)
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 -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
1 vote -
Hubdoc - Auto-rotate documents
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?
53 votes
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