130 results found
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Hubdoc - Attach multiple documents when publishing from Hubdoc
It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.
Thanks!
20 votes -
Hubdoc - Don't automatically sign out after 30 minutes
It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day
16 votes -
Hubdoc - Default coding of Document Type
Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.
5 votes -
HubDoc- sync of chart of accounts
Make a force sync button from Xero to Hubdoc.
E.g. adding a new account in Xero takes a while for it to eventually show in Hubdoc.
Unless you have to disable and reactivate the Xero-Hubdoc linkWhy not a button, that just 'force sync' the new chart of accounts into Hubdoc?
10 votes -
Hubdoc: Filter by duplicates
Should be able to filter by duplicate items so you can quickly go through "duplicates" and then get on with the ones that aren't duplicated
8 votes -
Hubdoc - Option to post receive money
Hubdoc. Options to post to Xero are Purchase, Spend money, Invoice (AP) and credit note.
Can we have a received money option as well please so that I can enter say bar takings from an end of day till report straight to the Tills cash reconciliation report.?6 votes -
Hubdoc - Add Last Items line orders & Reorder lines
Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).
59 votes -
Hubdoc - Additional options for supplier Due Dates
Add default options for bill due dates within the supplier rules:
- end of current month (based on invoice date)
- end of next month (based on invoice date)5 votes -
Hubdoc - Status tab in to integrate with Xero
Can we have a setting to enable the status section of the Xero destination tab to enable the user to select the status for all documents to be either - draft, awaiting approval or awaiting payment. this save time in having to select this each time a document is uploaded.
4 votes -
Hubdoc - Extract invoice reference or job reference
Can Hubdoc extract the invoice reference or job reference from an invoice and add that as a job tag. Would be very useful when the invoice is on-chargeable to a project, especially when there are multiple projects/jobs on the go. E.g. building industry type jobs.
2 votes -
Hubdoc - Force document into review
Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason
4 votes -
Hubdoc - Reporting number of invoices processed in a month
Produce a report in Hubdoc that tells you how many invoices are processed in a month
1 vote -
Hubdoc - assign a currency to a suppliers
Some supplier invoices don't have a currency on them eg USD and Hubdoc enters the base currency of the organisation eg NZD - if you could assign a currency to a supplier, it would avoid having to manually change the currency on each invoice
2 votes -
Autosync to Hubdoc
You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.
6 votes -
Hubdoc - Capture supplier reference when posting Xero invoice
have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date
12 votes -
Hubdoc - Delete Button
Naturally, when emailing in invoices and receipts, we end up with extraneous items in the Docs Pane on the left hand side. To delete these, we currently only have a small 'delete' button in the far top right corner, followed by a confirmation message in the centre of the screen.
It'd be great if the UI was updated to have either:
- a delete button closer to the Docs Pane on the left hand side
- some right click functionality, to allow us to delete documents
- some keyboard shortcuts to allow us to process these items much quickerI…
1 vote -
Hubdoc - More decimal places in Unit price
Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.
3 votes -
Hubdoc - Increase upload file size
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?
6 votes -
Hubdoc - Client approval to automatically pull loan statements, mortgage statements and bank balances
There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
- Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
- Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
- Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…
1 vote -
Hubdoc - Warning when drag & dropping folders
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?"
2 votes
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