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For accountants & bookkeepers

For accountants & bookkeepers

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130 results found

  1. Ability to re-order 'Document Type' list - to make it easier to select the type I use most often. (and not have to scroll down to get to 'credit memo'.

    3 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.

    20 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. We currently can drag and drop details in the bank rec screen to populate fields. As the OCR in Hubdoc is not so polished yet, if we can have a similar drag and drop feature would be immense in using Hubdoc to process transactions as this would cut down on the data entry.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. Ability to publish documents from Hubdoc into Xero Projects directly.

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

    183 votes

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     ·  71 comments  ·  Hubdoc  ·  Admin →
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  7. 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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  8. 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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  9. 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.

    155 votes

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

    Purpose: To easily send the document to Onedrive.

    79 votes

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    20 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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