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For accountants & bookkeepers

For accountants & bookkeepers

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108 results found

  1. I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.

    Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.

    I've attached a sample invoice

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. At present you have to enable indvidual currencies in Xero settings to allow a purchase receipt in this currency to go through from Hubdoc. If the currency is not pre-set up in Xero then the default is that that the purchase invoice reverts to GBP which means that you then have to reset the currency in Xero. If all currencies were automatically enable for Premium subscriptions this would be avoided and would not rely on each individual currency being manually added to Xero.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  3. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    49 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  4. NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff

    19 votes

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    4 comments  ·  Hubdoc  ·  Admin →
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  5. Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.

    3 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  6. User & Approval - Having a user that can upload documents & code them. Save the changes but not publish to Xero. Bookkeeper can then check the coding is correct before publishing to Xero or having a approval process where the document is sent to be approved before publishing to Xero, and this would work for purchase orders, invoices & receipts

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  7. I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta

    5 votes

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  8. Hubdoc App. Can we have the ability to hide archived documents. Or create a separate tab similar to the web version. Another option is to make archived documents dim so clients are aware that the documents are processed and are in Xero.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.

    We would like a filter that allows you to filter by user.

    13 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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  10. 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.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  11. 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.

    7 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  12. I normally download publish failed documents, and then archive them. One day, I lost the downloaded files. I try to find them from Hubdoc archive folder. However, I can’t find date of archive. I’m really worried about I download duplicated files and enter them into Xero. I hope Hubdoc can add When the documents have been archived includ date and time. So to avoid duplicated documents enter into Xero.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Hubdoc add a tag when emailing documents into Hubdoc

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. In the UK most agent management statements show both the rental income and the cost of sales for their fees, and any expenses incurred on behalf of the landlord.
    is it possible to be able to enter this through Hubdocs as a single document

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. 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!

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  16. Need a better user management/access experience in HubDoc. Currently the practice user who set up the Hubdoc account needs to invite all other practice users into the client. Would it be possible to merge the Hubdoc access into the Xero HQ access or replicate the HQ access system in HubDoc.

    15 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  17. When creating a new contact in Hubdoc for Xero, it would be great if there was an option to add the contact details (address, phone, email, tax ID, bank details, etc) right then. Hubdoc could read the information from the invoice and populate it on the spot rather than my having to remember who I added on the fly, go find the information again, and then manually type it all in myself.

    2 votes

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  18. I have 19 rental properties with 19 separate AT&T internet bills monthly. There needs to be a method within Hubdoc to automate publishing each receipt to a uniqueTracking Category each month. Right now it is all manual and very time consuming.

    2 votes

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  19. Editing line item function to be added in Hubdoc, so that it can be sync in XERO.

    4 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  20. 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

    27 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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