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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Would it be possible to be able to have the ability to add comments or a signature to an invoice to allow the user / approver to see that an invoice has been approved or where it is required to be coded?

    This could be at the Hubdoc or Xero stage of the process.

    The comments may also reference particular details around the what the invoice actually relates to. ie. new engine for a truck. A comment would allow you to make note of what truck and the rego number.

    2 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  2. We would like Hubdoc to convert an uploaded Bank statement into a csv file.
    So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

    242 votes

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    42 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

  3. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    152 votes

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    17 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

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