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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".

    An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…

    7 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  2. Users can scan their invoices via mobile app when they don’t have an internet connection.

    Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.

    23 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  3. Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules

    Specific Ideas:
    -Setting a default Global Due by date when missing
    -Setting a specific stock line(s) to apply stock to by supplier
    -Setting not to overwrite cost price with default cost price in system.

    4 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  4. Users can check which suppliers are on autosync quickly.

    Purpose: To save time from having to click multiple pages.

    20 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    218 votes

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     ·  82 comments  ·  Hubdoc  ·  Admin →
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  6. To make users able to search account name & code within the supplier configure rules setting.

    Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.

    14 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  7. Ability to search or order and select documents based on the transactions date

    Purpose: Efficiency in downloading documents in bulk.

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  8. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    177 votes

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     ·  35 comments  ·  Hubdoc  ·  Admin →
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  9. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    90 votes

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    24 comments  ·  Hubdoc  ·  Admin →
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    Hi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.

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