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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Currently you cannot submit a purchase order in Hubdoc, there is no "publish as" option.
    It would be good if it was an option and have it flow/link with purchase orders in Xero, to which then can flow into Approvalmax to be approved.
    Currently it requires an employee to access another system which would be good to limit.

    10 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  2. It would be incredibly useful if there was the ability to create folders in HUBDOC to file published documents. This would make it easier to find any documents for the future as at present they are just in one longs list. For someone who heavily uses HUBDOC this list is never ending and almost impossibly to find documents that were uploaded historically.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Dropbox integration needs to include business Dropbox accounts. HubDoc is used by Businesses so it would make sense for the integration to be with Dropbox business. Currently only works with Personal Accounts.

    1 vote

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  4. Would like HSBC data to link to Xero or at minimum be supported for statement extraction.

    2 votes

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  5. You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?

    7 votes

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    4 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information. 


    Looking forward to hearing back from you. 

  6. When adding invoices through HubDoc when there is a new contact that needs to be added, it would be great if the option to create a new contact (supplier or customer) was available in HubDoc, rather than having to start typing in the contact filed & then having to wait for HubDoc/Xero to catch up.

    10 votes

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  7. Can we select multiple receipts at the same time to add the same tag or the same status such as Mark as paid?

    11 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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    Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information. 

    Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)

  8. I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..

    We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.

    It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.

    Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.

    2 votes

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  9. It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate

    2 votes

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  10. We use Huron Community Bank and would like Xero and Hubdoc to extract data .

    1 vote

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  11. Search Receipts for tracking code. Tracking code is usually an address/ location/ or some key word about a product line. The list is known for each customer. Why can't the AI check for words matching the tracking code list and suggest the correct one.

    Competitors can do this and have gone as far as blogging about the ML methods to do this.
    https://engineering.appfolio.com/appfolio-engineering/2022/11/11/understanding-invoices-with-document-ai

    2 votes

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  12. It would be useful if a notification was sent when any document was uploaded. Currently, there are supplier level notifications but when there is something that has been uploaded (jpg, memo, etc) and the system is unable to identify it to a supplier it dumps it to the failed tab which at present does not create any notification.

    11 votes

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  13. Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA

    1 vote

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  14. Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.

    46 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  15. Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?

    1 vote

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  16. set up automated messages when invoices are submitted in Hubdoc.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  17. Hubdoc allows you to download all documents in a folder, and Hubdoc also allows you to download to CSV some document metadata. It would be very useful if Hubdoc had the ability to download documents by folder or by Tag, and further, if Hubdoc had the ability to download the Tags associated with a document when downloading the metadata.

    8 votes

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  18. Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.

    11 votes

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  19. In the HubDoc there is a default setting with a checkbox always marked (active) for "save configuration".

    A lot of mistakes are made because old text is saved and reused when it shouldn't.

    It's better if there is no text instead of wrong text.

    Therefore the default should be unchecked (off) for this "save configuration" checkbox because it causes a lot of problems when the wrong text is saved to XERO.

    See the HubDoc screenshot attached for the "save configuration" checkbox I'm referring to.

    4 votes

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  20. At the moment there is a glaring issue with Xero files and HubDoc files, that the subscriber/owner of each can be different, even though the HubDoc file is integrated with the Xero file and is "paid for" by virtue of the Xero subscription.

    This means it's possible for someone to lose access to their HubDoc account, even if they are the subscriber of their Xero file. Nightmare.

    4 votes

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