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143 results found

  1. 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.

    9 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  2. Allow for credit card credits to be posted as negative expenses. This will permit matching in QBO bank section. Currently credit card credits are not matchable and cause confusion with client staff unaware of what to do with these orphan transactions in QBO.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  3. I find it very easy to accidentally drag and drop folders into another folder in the documents list and then it's gone before you even notice which folder it was or which folder it got dropped into. Please please please add a pop-up query when a folder is dropped into another folder - "do you really want to do this?"

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. 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.

    24 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  6. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. 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?

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. 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.

    45 votes

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     ·  4 comments  ·  Hubdoc  ·  Admin →
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  9. 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…

    37 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  10. Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. 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…

    12 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  12. The ability to assign a tag to a file and have subsequent files uploaded be tagged.

    4 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  13. 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

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  14. 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.

    295 votes

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    51 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!

  15. 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.

    16 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  16. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. 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

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    3 comments  ·  Hubdoc  ·  Admin →
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  18. 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'…

    46 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  19. Currently clients can't code or assign a tracking category on the app

    18 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  20. Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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