140 results found
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Hubdoc - Client approval to automatically pull loan statements, mortgage statements and bank balances
There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
- Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
- Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
- Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…
1 vote -
Hubdoc - Auto-Archive for specific supplier
I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.
3 votes -
Hubdoc - Failed tab notification dot
It would be really helpful if there was a way of adding a notification dot on the "failed" tab in Hubdocs to alert the user to any documents that have not been published. We have often had documents that have failed but forget to look on the failed tab. A reminder dot would be so helpful and probably quite easy to install into the programme. Is this possible please?
4 votes -
HubDoc - Align subscription to Xero subscriber
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…
37 votes -
Hubdoc - Convert Rayne State Bank statement
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
Hubdoc - US Date Format
Hubdoc date format recognition is set at a global level, meaning when it processes invoices for US date formats, it can get it very wrong (e.g. 01-09-23 is interpreted as 9th Jan 2023 when it should in fact be 1st Sep 2023).
This makes automating the process impossible and requires manual checking and adjustment of the date on all US date format documents before submitting to Xero. It can also lead to mistakes and significant additional time to rectify errors when reconciling.
Please provide a means of either auto-recognising the date format (though I appreciate this is easier said than…
12 votes -
Hubdoc - Ability to copy & paste document details into Xero
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.
43 votes -
Hubdoc - Automatic file tagging
The ability to assign a tag to a file and have subsequent files uploaded be tagged.
4 votes -
Hubdoc - Convert bank statement to csv file
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.287 votesHello 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!
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Hubdoc - Automatically log on to suppliers accounts and fetch invoices
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.
11 votes -
Hubdoc - View suppliers bank account number in details area
When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.
15 votes -
Ability to use Biometrics when Logging into Hubdoc app
Ability to use Biometrics when Logging into Hubdoc app. It's great to add receipts and invoices on the go using the Hubdoc app, but manually typing in the credentials to log in slows down the process. It would be great if you could use the phone's facial recognition or fingerprint to quickly log in.
10 votes -
Hubdoc - Supplier link to add payment details
When you use the cog in Hubdoc to update supplier information e.g. payment terms it use to being up the supplier, but it has recently stopped doing this. Now you have to search for the supplier to update and this takes time and is frustrating, especially as you use to be able to do this. Please put back this facility.
1 vote -
Bank Rules in Hubdoc
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.
12 votes -
Hubdoc - Integrate with inventory & tracked items
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'…
44 votes -
Hubdocs App - the ability to add expense code and tracking category
Currently clients can't code or assign a tracking category on the app
17 votes -
Hubdoc - Improve performance when generating lines with tax
1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.
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
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
27 votes -
Hubdoc - Support CSV bank statement conversion for South African banks
Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV
7 votes -
Hubdoc - Notification when documents are uploaded
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.
40 votes -
HubDoc - View more characters in left hand column
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.
2 votes
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