3 results found
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Hubdoc - Upload multiple photos at once via the mobile app
You can only select one photo at a time from your phone to upload to Hubdoc via the mobile app. It would be nice to be able to select multiple photos of receipts to upload at once.
It makes such a difference for customers who travel and take pictures of receipts - It takes up too much time for them to have to individually upload them to the app - so then they don't do it, and I have to chase - so I'd love to see this feature in the mobile app itself.
10 votesHi everyone, pleased to share that it is now possible to upload up to 10 images at once via the Hubdoc mobile app. Images can be bulk uploaded using the camera capture or your device’s gallery. Thank you all for sharing with us here.
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Tax settings defaults
When entering line items it would be useful to have a way to default the tax settings - default the GST rate, & default the inclusive/exclusive setting. Would save time on the majority of tasks and need changing on a few
1 voteHi Sarah, this is already possible. Tax amount settings for Sales and Purchases can be found in the organisations Financial Settings. It's also possible to set up default Tax rates that can be applied to a Contact, Inventory item and/or Accounts within your chart of accounts - see more detail on default tax rates in our help here.
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Hubdoc - US Bank support
It would be very nice to be able to import our bank statements from US Bank. Also, I would like to be able to manually do our bank reconciliations and just upload the PDF statement so I would be able to view the actual statement
1 voteHi Michelle, while not through Hubdoc, in Xero for US and CA customers we have released the an option to import a PDF bank statement. 😁
This should help automate the workflow and save you time - we have some simple steps to show the process here.
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