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For accountants & bookkeepers

For accountants & bookkeepers

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121 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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

    2 votes

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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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. 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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  9. 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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  10. 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.

    18 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  11. 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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  12. Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
    Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. Currently Hubdoc only flags an invoice as a duplicate if the supplier, invoice date AND invoice amount exactly match. This means if any of these are adjusted or Hubdoc doesn't pick up the exact correct details, the invoice wouldn't be flagged as a duplicate and could be double booked or worse double paid.

    Hubdoc should flag an invoice as a duplicate if the invoice number is the same too. Yes there are rare scenarios where two suppliers issue an invoice such as '001', but it's much better for this to be flagged as a duplicate and reviewed, than actual duplicate…

    24 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  15. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. 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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  17. At the moment Hubdoc extracts supplier name only which makes it tricky to use for processing sales invoices as the customer has to be manually selected and has no default settings. If Hubdoc could also extract customer name, it would really help with AR processing.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. 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

    28 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  19. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    25 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  20. Enhance the App to allow persistence of multiple Organizations. Currently if you log into Xero with different credentials for different organizations, you can not do the same in the Hubdoc mobile app.

    Instead, the lucky few who have admin access to one of their Hubdoc organizations can invite their username from the other organization. This workaround only works if you are an officer of both, as inviting external users is probably a no no for most organizations. This was almost a showstopper to using Xero for myself for a 2nd org, and I am sure there are lots of people…

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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