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For accountants & bookkeepers

For accountants & bookkeepers

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128 results found

  1. 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!

    16 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  2. It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day

    13 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. 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.

    4 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  4. 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 link

    Why not a button, that just 'force sync' the new chart of accounts into Hubdoc?

    9 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. 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

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. 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

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  7. 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).

    58 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  8. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. 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

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  11. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. 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

    3 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  15. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. 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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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. 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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  19. 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.

    6 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  20. I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.

    The automated help agrees it a good idea and suggested the following

    "To bulk update Hubdoc suppliers, you can follow these steps:
    1. On the Hubdoc dashboard, click the settings icon.
    2. In the Manage Accounts tab, select the Suppliers tab.
    3.…

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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