125 results found
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Hubdoc App - Hide Archived documents in Mobile App
Hubdoc App. Can we have the ability to hide archived documents. Or create a separate tab similar to the web version. Another option is to make archived documents dim so clients are aware that the documents are processed and are in Xero.
3 votes -
Hubdoc - Add support for National Bank of Canada
Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.
1 vote -
Hubdoc - Allow Hubdoc to read a link in the email
Hubdoc - Allow Hubdoc to read a link in the email.
When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.
59 votes -
Demo Company - Connect Hubdoc
NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff
26 votes -
Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)
It's a small annoyance - but an annoyance all the same.
(mostly I am annoyed with myself for forgetting the two sections are different ;)In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.
But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…
9 votes -
Hubdoc - Option to code transactions and save them, without publishing to Xero
User & Approval - Having a user that can upload documents & code them. Save the changes but not publish to Xero. Bookkeeper can then check the coding is correct before publishing to Xero or having a approval process where the document is sent to be approved before publishing to Xero, and this would work for purchase orders, invoices & receipts
2 votes -
Hubdoc - Extract & compare bank account information from invoice documents
I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.
Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.
I've attached a sample invoice
5 votes -
Hubdoc - Enter Rental Income and Agent fee statements as one document
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 document3 votes -
Hubdoc - Purchase Order Field Extracted to Transaction Detail Window
I believe it would be of great help to extract the Purchase Order code from the invoice into hubdoc.
It is very important to create a simple path from the begging of creating a purchase order to finally paying for the product or service and having a way to connect it all together, I believe the purchase order number is a vital part of the process and can be referenced throughout the whole process.
Would be great to hear some feedback on this idea!
3 votes -
Hubdoc - Auto-rotate documents
Hubdoc should automatically correct the rotation of documents. Sometimes, particularly for photographs, documents are uploaded with incorrect rotation. Hubdoc must know the correct rotation because it is scanning the text. Why not fix the rotation so that the text is the right way up?
56 votes -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
1 vote -
Hubdoc - Upload files directly to subfolders
Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.
1 vote -
Hubdoc - Option to hide/remove hyperlinks in bulk
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 -
Hubdoc - Bulk edit transactions
For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.
56 votes -
Hubdoc - Automatically enable all currencies
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 -
Hubdoc - Convert Alberta Canada Bank(ATB) Statement
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
6 votes -
Hubdoc - Filter documents by the user that uploaded them
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.
16 votes -
Hubdoc - Replicate Xero HQ access in Hubdoc
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.
20 votes -
Hubdoc | Add new contact - Details to populate from the invoice
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.
3 votes -
Hubdoc - Increase Decimal Places when entering multiple line items.
When entering line items in Hubdocs it would be so useful if we could enter the same number of decimal places that are available in Xero. When we split invoices into line items it is very clunky having to make rounding adjustments because we only have 2 decimal places in Hubdocs, yet 4 in Xero.
22 votes
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