130 results found
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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 - Allow publishing of $0.00 bills
Not an idea really but a bug which needs fixing.
A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.6 votes -
Hubdoc - Bulk edit supplier configurations
I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.
The automated help agrees it a good idea and suggested the following
"To bulk update Hubdoc suppliers, you can follow these steps:
1. On the Hubdoc dashboard, click the settings icon.
2. In the Manage Accounts tab, select the Suppliers tab.
3.…7 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 - Ability to move invoices between entities
We have a group of entities, all on Hubdoc.
To save having to communicate with all suppliers which individual email they should use, we would prefer our group invoicing email to bring invoices into a central area on Hubdoc, so the invoices can then be dragged into the relevant entities2 votes -
Hubdoc - Automatic file tagging
The ability to assign a tag to a file and have subsequent files uploaded be tagged.
4 votes -
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…
11 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…
34 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.
40 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?
3 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 -
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 -
Hubdoc - Bulk edit and archive documents
A number of our clients simply use hubdoc as a filing system as publishing to Xero is not as simple as they would like.
So we maintain their Hubdoc accounts, we update the document type and archive. It would savea huge amount of time if we could bulk edit and bulk archive rather than having to do this one document at a time.14 votes -
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.
9 votes -
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 -
Xero Files - Ability to transfer to Hubdoc
The ability to bulk transfer documents a client has uploaded in FILES section of Xero to Hubdoc so we can utilise the OCR and automation of documents into Xero better
2 votes -
Hubdoc - Automatic account assignment
As an accounting firm, we use many platforms for our clients, including Dext.
During the Dext webinar today, we see that they have an amazing 'rule' section for vendors/customers with multiple line items. The description column is recognized and categorized to the assigned acct.My question to you......does (or will) HubDoc have this option available?
I do see the 'Add last items' option, but this is not useful. I have attached a vendor invoice summary for reference
1 vote -
Hubdoc app - Rename 'tags' to 'tracking'
The Hubdoc app uses 'Tags' rather than 'Tracking Categories' - can we make the names consistent across the various Xero systems to reduce confusion?
1 voteHi Vicki, while Xero acquired Hubdoc, these are still two quite separate products. We don't have any plans for renaming tags in Hubdoc, or vice versa for Tracking in Xero. We'll get a sense of the interest for this here, however I do want just want to be open from the get go that this isn't in our plans.
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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'…
41 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
16 votes
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