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For accountants & bookkeepers

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114 results found

  1. Hubdoc add a tag when emailing documents into Hubdoc

    2 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  2. 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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  3. 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

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    5 comments  ·  Hubdoc  ·  Admin →
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  4. 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

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

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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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.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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.

    10 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  14. 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

    21 votes

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

    51 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  17. 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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  18. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. 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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  20. 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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