Skip to content

Contacts & documents

Customer ideas for contacts, documents and Hubdoc

Learn about the forums, how to contribute and create a good idea on Xero Central

Contacts & documents

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

386 results found

  1. Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
    - different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
    - for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
    - clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
    - no option to do multiple page…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Appreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.

    In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks

  2. The current implementation of "Who posted" information appears below the image in small text, which is easy to miss. We believe it would be more effective and user-friendly to display this information prominently at the top of the scan in larger text.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. For scanned receipts containing a QR code, it would be very useful if the system could automatically read the code and populate it into a "Notes" field or the Invoice Reference field. This would streamline data entry and reduce manual work.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Sebastian, so just checking you're idea here are you saying you'd like this data to be entered within Reference field of the invoice that's created when you publish a document from Hubdoc to Xero?

  4. I wonder if it is possible to implement the following simple change to Hubdoc. Currently, when an invoice is downloaded from Hubdoc, the file name is complied as <supplier name><date><amount>. It would be much better to replace <amount> with an invoice number. It often happens the payment batches are being sent to authorisers outside Xero, so an ability to provide a list of sorted files would be great. It also makes an invoice search outside Xero much easier.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Xero app - Adding a Receipt - check if image/s are fully uploaded before the Save button is enabled/allowed or run a check when the Save button is selected and if image/s are not fully uploaded alert user to wait.

    Xero app - Adding a Receipt - auto compress images larger than x size.

    The Xero app is incredibly slow when uploading images eg; receipt scans. These are not expenses, the expense app works differently and is much faster but I can't use it for business receipts as they are not 'claims'. It has become slower each time I've upgraded…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Being able to see a map with the location pins for each customer and sort them by the various Xero groups, would be invaluable. This would enable us to easily visualise our national/global coverage to help better understand regional product usage. As a business that provides products to public locations, it would also be an efficient way to reference existing installations near to new enquiries for them to reference.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Contact  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Sorry for my delayed response and appreciate the additional context of your idea here, Luke. Being open this isn't something we have plans around right now, but it would be great to see the interest grow from others in community.

    We'll make sure to share any updates if anything more visual like this is planned.

1 2 16 17 18 20 Next →
  • Don't see your idea?