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For accountants & bookkeepers

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135 results found

  1. 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.

    43 votes
     ·  4 comments  ·  Hubdoc  ·  Admin →
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  2. The ability to assign a tag to a file and have subsequent files uploaded be tagged.

    4 votes
     ·  3 comments  ·  Hubdoc  ·  Admin →
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  3. 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…

    36 votes
     ·  1 comment  ·  Hubdoc  ·  Admin →
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  4. 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.

    11 votes
     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. We would like Hubdoc to convert an uploaded Bank statement into a csv file.
    So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

    282 votes
    50 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

  6. 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
    1 comment  ·  Hubdoc  ·  Admin →
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  7. 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.

    10 votes
    7 comments  ·  Hubdoc  ·  Admin →
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  8. 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
     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. 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
    3 comments  ·  Hubdoc  ·  Admin →
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  10. 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'…

    42 votes
     ·  5 comments  ·  Hubdoc  ·  Admin →
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  11. Currently clients can't code or assign a tracking category on the app

    17 votes
     ·  1 comment  ·  Hubdoc  ·  Admin →
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  12. 1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.

    1. Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too

    2. I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this

    27 votes
     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV

    7 votes
     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.

    40 votes
     ·  6 comments  ·  Hubdoc  ·  Admin →
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  15. HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.

    So to let us see the entire 'Tags' description please enable expand this column.

    2 votes
     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. Once the file is uploaded to Hubdoc, it effectively becomes a JPEG once at the review screen, this means you can not copy paste or grab contents from within the document and you will have to either open up the PDF on a separate screen or edit it within Xero.

    It would be great if the description could also be extracted - OR allow the document to be copied/stay a PDF to be able to copy. This will reduce human errors when entering data. Thank you.

    31 votes
     ·  4 comments  ·  Hubdoc  ·  Admin →
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  17. History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.

    3 votes
     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    209 votes
     ·  15 comments  ·  Hubdoc  ·  Admin →
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  19. Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.

    Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.

    6 votes
    1 comment  ·  Hubdoc  ·  Admin →
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  20. For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.

    18 votes
     ·  1 comment  ·  Hubdoc  ·  Admin →
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