8 results found
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Hubdoc App - ability to add a note
Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.
263 votesHey community - just a quick note to let everyone know this is now live 🎉
Last week we rolled out an update to Hubdoc for all users, that allows you to add notes to uploaded documents!
You can read more about this update over on our "Xero product releases" page.
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Hubdoc - differentiate credit notes from bills
Current Hubdoc behaviour is that the user must choose a single default document type per vendor and all documents for that vendor are treated the same. So if a credit note is uploaded for a vendor that usually sends bills, then that credit note is loaded to Xero as a bill.
It would be good if Hubdoc could differentiate between different document types for the same vendor.76 votesWe've reached a milestone! - Hubdoc credit note detection is now available to all Hubdoc users globally who are connected to Xero or QBO!
As mentioned previously, when detected Hubdoc will flag the document for your review, from which you can Publish as a credit note.
Thank you all for your feedback and contributions to this idea 😁
- Xero Blog - Hubdoc can now detect credit notes automatically
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Hubdoc - Attach email and document together
When an email is sent to Hubdoc with attachments, have email and pdf/csv document(s) together as one item, instead of the email going into Failed and the document going into processing. Often the email has information that is not included in the emailed attached document (pdf/csv/etc). The email goes to one tab, the document(s) go to another tab. It's almost impossible to match them back up without going back to the original email to figure out what goes where.
Purpose: To consolidate emails with invoices/bills/etc which often have extra information that is needed to pay the bill.
4 votesHello community, as we’ve mentioned earlier, you can add more information from the document that you’ve emailed to Hubdoc by using the #note function. That being said, we’ll update the status of this idea.
If you’re after something else, welcome to raise a new idea. -
Hubdoc - Attach email to document
When an email is sent to Hubdoc with attachments, have email attached to document(s) instead of it going into Failed.
Purpose: To consolidate emails with invoices/bills/etc which often have extra information that is needed to pay the bill.
2 votesHi Pam, as Dana noted earlier this is already possible through the help link provided - or let us know if it's something a bit different you're after 🙂
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Hubdoc - Ability to create document from email body, not just attachment
I would like to be able to create a document by emailing in an email with a tax invoice in the body.
4 votesHey Grace, I’ve checked with my team about your idea here. We’re happy to confirm that you’re able to create a document from the body of the email by selecting the checkbox of “create documents from both the attachment(s) and the body of the email” in your Hubdoc org - see our article here for more information.
Thanks again for giving us your input here! I’ll mark this idea as ‘delivered’. -
Hubdoc - Memorise multiple line invoice
Ability to memorise the configuration of previous multiple line invoices.
Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.
57 votesThanks for your support here, everyone. With Hubdoc we've just introduced a way for you to save configurations for documents with multiple lines, to help you create transactions in Xero faster and save you time from entering data.
Now, when you publish documents with multiple line items into Xero you'll see a button to copy item details you entered last time - 'Add last items'.
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Hubdoc - ability to recognise duplicate documents
Hubdoc doesn't recognise duplicate document uploads, this is an important feature that is common in all other document handling software I have used in the past. Please add this feature to enable us to utilise the auto publish feature with peace of mind that we won't end up with many duplicate supplier invoices in our accounts.
1 voteWe can now happily say this has since been released and you can start enjoying the benefits.
You’ll notice that duplicate detection picks up on any documents that have been uploaded more than once. If a document has the same supplier, date and amount as a document already uploaded, Hubdoc will automatically highlight the duplicate and let you know that a dupe has been detected. You can then either move the dupe to the trash, or mark it as not a duplicate if it’s been uploaded again for good reason.
Check out our blog post for more on this release and don’t forget that if you need an extra hand with your Hubdoc queries, our support crew are always available.
We hope that this feature will save you time and reduce errors in your bookkeeping so you can spend less time double-checking documents and more time on tasks you’d rather…
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Hubdoc - Make Hubdoc run normally when having more than 1,000 contacts
Ability to make Hubdoc can run normally when there are more than 1,000 contacts in Xero.
Purpose: It will improve the workflow of the user when they’re using Hubdoc, and they don’t have to merge/delete the contact in Xero.
18 votesHello community, we're pleased to let you know that our Hubdoc team has implement a fix that was causing slowness for those users with large Xero Contact lists, especially for those of you who have more than 1,000 contacts. So you'll notice a big improvement in Hubdoc speed now.
Thank you for your input here everyone! I'll move the status of this idea to 'delivered' so the votes can be returned to you all 🙂.
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