403 results found
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Hubdoc - Mark invoice or bills as paid when document mark as 'Paid' in Hubdoc
You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?
9 votesHello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
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Hubdoc - Ability to see the documents that have been reconciled in Xero
I want to see in Hubdoc which receipts have been reconciled in Xero.
Currently there is no way to know which receipts are reconciled with charges from credit card and which are not, except that I re-publish and get an error of not being able to re-publish because the transactions have been reconciled. For credit card reconciliation, NOT all purchases from vendor will be charged immediately9 votesHi team, thanks for raising your ide with us here. While we appreciate the rationale for wanting the ability to view when a document has been reconciled within Xero, in Hubdoc we want to be open that this isn't something that we have plans for developing into the Hubdoc product any time in the foreseeable future.
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Contacts | Files - Change the location of View button
Under Customers Accounts, File Attachments - Move the View button for the attachment to the LEFT side and keep the Delete button on the RIGHT side of the attachment. NOT next to each other.
Multiple times, we have accidentally deleted important files from the customer contact account.
8 votesHi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
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Hubdoc - Keep the highlights for extracted line items.
When converting a pdf to csv, the platform will high-light the extracted lines so that you can see any MISSED lines that you need to manually add to the csv before importing. If you leave that screen, however, and proceed to download your csv, those high-lights disappear and you have no way to get them back. There should be a way to download the high-lighted pdf, get the high-lights back, or at the very least a warning to the user to capture this data now or lose it forever once you proceed to download your csv.
8 votes -
Contact - Font color
If we cannot put a warning against the bad payers, surely it cannot be that hard to be able to change the customers business names into another color (Red) So when you search or create a new invoice, alarm bells will ring and hopefully avoid more loss
8 votesHi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.
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Hubdoc - Additional options for supplier Due Dates
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)8 votes -
Contacts - Automatically remove archived contacts from groups
Please automatically remove archived contacts from any previous groups, or show those groups on the archive page. the new group invoicing keep including archived contacts and showing errors. the only way to remove people from groups is to restore them, remove them from groups and the archive them again. with over 1100 contacts this is a mammoth task and one i don't have time for. it was all working fine before you changed to new invoicing, you made the problem, you should make the solution.
8 votes -
Hubdoc - More decimal places in Unit price
Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.
8 votes -
Hubdoc - Force document into review
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
8 votes -
Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!8 votes -
Contacts - Clickable phone number in contacts
In this day and age why are the phone numbers for contacts not clickable? the code is so simple just add it in.
8 votes -
Hubdoc - Support CSV bank statement conversion for South African banks
Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV
8 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
8 votes -
Contacts- Edit a file name
Love the new contact view. It makes it easier to manage the clients.
Is is possible to be able to rename the files in Xero that is linked to a contact?8 votes -
Contacts: See a contact's full spend history
I am a relatively new user to Xero but have over 35 years MYOB experience as an Accountant. While I enjoy many of the Xero features there is a fundamental one that is missing and frustrates me endlessly. In MYOB under contacts there is a history tab where you can easily see spend history by month for several years for customers and suppliers. This is such a simple but powerful screen that is completely missing in Xero. Running reports is slow and un-necessary.
Have you considered offering this simple enhancement to Xero?
8 votes -
Contacts - Ability to save 'Attention to' only for Billing or Postal address
Since the new contact layout was introduced, you cannot save an attention name without there being an address in the address field. Sometimes we do have a company name, contact name and no address.
Please review and correct.
8 votes -
Contract management
Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/
8 votesHi team we appreciate support in this idea, however as previously shared we don't have any current plans for extending files to accommodate what's being asked here.
We're continuing to keep a watch on the support for this, and recommend exploring the Xero app store if this is something you need right now.
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Hubdoc - Ability to download documents by folder or by Tag
Hubdoc allows you to download all documents in a folder, and Hubdoc also allows you to download to CSV some document metadata. It would be very useful if Hubdoc had the ability to download documents by folder or by Tag, and further, if Hubdoc had the ability to download the Tags associated with a document when downloading the metadata.
8 votes -
Hubdoc | Create invoice from Excel document type
Allow upload of Excel (.xls .xlsx) document.
Many suppliers supply their invoice in an excel format, Before they can be uploaded into Hubdoc they need to be converted to PDf.8 votes -
Files inbox - Allow attachments to be drag & dropped from New Outlook
Allow email attachments (such as PDF's) to be dragged from an email, and dropped into Files. This feature does not work with New Outlook, only Classic Outlook. As Classic Outlook will be made redundant by Microsoft one day, it's imperative Xero restore this functionality we have always had with New Outlook. This isn't an idea. This is a request to maintain the same level of functionality we have always had
7 votesThanks for sharing this feedback in Product Ideas, Tamara. Drag & drop options into Xero Files is something our product team are looking into, however we can't make any commitment to development at this stage. I will keep you updated of any progress around this here.
In the meantime taking on board your feedback here they are keen to get further insight of the old to new outlook experience if there are any further details you'd like to share on your experience using Outlook with Xero, here?
While the drag & drop you're after isn't available atm, you should be able to use the Files unique email to still send your attachments from Outlook to your Xero Files inbox.
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