422 results found
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Hubdoc - More control of menu
I just started using this program and the ability to close the left-hand menus is needed, at minimum the ability to adjust the column width.
When the "Folders" and "Docs" menus are both open constantly with no way of adjusting them, I lose almost 1/2 the screen.
The webpage is basically broken up into 4 columns, yet there is no way to adjust any of them for a better user experience or easy viewing of documents. Currently it is impossible to view all of the information needed for individual docs without moving the document around a bunch. It's a very…
1 vote -
Hubdoc - Convert Rayne State Bank statement
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
Contacts Overview | Customer map - showing location pins based on addresses
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 voteSorry 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.
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Contact navigation - Left of screen (rather than top)
allow for contact navigation to left of screen more streamline
1 vote -
Hubdoc - Supplier link to add payment details
When you use the cog in Hubdoc to update supplier information e.g. payment terms it use to being up the supplier, but it has recently stopped doing this. Now you have to search for the supplier to update and this takes time and is frustrating, especially as you use to be able to do this. Please put back this facility.
1 vote -
Contacts - View suppliers and customers at the same time
I would like to be able to see Customers and Suppliers on the top bar, without having to first go into contacts, this would make looking up customers or suppliers easier with less delay. I often select the wrong one in error and then it takes even longer.
1 voteHi Helen, did you know you can search a contact from the 🔍icon in the blue banner? This will avoid having to go all the way to contacts and find the contact there 😊
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hubdoc
feel so bad currently.
for the image (Picture) + PDF very clear.
upload still cant capture the important data- due date will date back to year 2020. why will choose this year?
- company name problem
1 voteHi Wendy, from what you've described our Support team may be best placed to help you here, instead of a product idea. I checked your support cases and it doesn't look like you've raised a case about this yet.
Please could you contact support and include some more details and screenshots, they'll be happy to check it out. There's info on how to do this here: Get help from Xero support.
I'll close this idea off for now, and if support can't resolve the problem you can create a new idea, please be sure to include as much detail as possible to describe the idea.
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Hubdoc - Add support for National Bank of Canada
Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.
1 vote -
History & Notes - Contacts - Increase 2500 character limit in notes
I use the History/Notes section to keep track when I'm doing credit control- when I've chased the customer etc, and I now have to copy and paste the email I've sent to them-however, I will often need to send a long communication email which ends up being more than 2500 characters, which means I then have to copy and paste half the email and then the other half, so that they run together-it would be a lot easier if the notes section was able to take more than 2500 characters.
1 vote -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
1 vote -
Contacts - Search by VAT number
It would be nice to be able to search for a company by the VAT number.
1 vote -
Hubdoc - Upload files directly to subfolders
Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.
1 vote -
Hubdoc - Option to hide/remove hyperlinks in bulk
Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.1 vote -
Hubdoc - Add archived date to documents
I normally download publish failed documents, and then archive them. One day, I lost the downloaded files. I try to find them from Hubdoc archive folder. However, I can’t find date of archive. I’m really worried about I download duplicated files and enter them into Xero. I hope Hubdoc can add When the documents have been archived includ date and time. So to avoid duplicated documents enter into Xero.
1 vote -
FIles - save to folder faster
It would be great if the mobile app allowed me to take a new photo of a receipt into folders faster - maybe you could improve the "Work offline" functionality so that it does more in the background.
I need to use this method, instead of emailing receipts, because we have various folders (1 for each debit & credit card) where we put the specific receipt photograph into
R
1 vote -
Hubdoc - Subfolders
It would be incredibly useful if there was the ability to create folders in HUBDOC to file published documents. This would make it easier to find any documents for the future as at present they are just in one longs list. For someone who heavily uses HUBDOC this list is never ending and almost impossibly to find documents that were uploaded historically.
1 vote -
HubDoc / Dropbox Intergration - Business Accounts
Dropbox integration needs to include business Dropbox accounts. HubDoc is used by Businesses so it would make sense for the integration to be with Dropbox business. Currently only works with Personal Accounts.
1 vote -
Hubdoc - Forward etransfer docs to hubdoc to record transfers in Xero
HubDoc has etransfer option but only supports between non-asset etc accounts. We receive documents each time a transfer between bank accounts occur - or holding accounts eg: stripe payments into our transaction account. Would be great to be able to forward these to hubdoc and the transfer be recorded. Right now, its a manual transaction to be done in Xero.
1 vote -
Hubdoc - Ability to extract data from Huron Community Bank
We use Huron Community Bank and would like Xero and Hubdoc to extract data .
1 vote -
Hubdoc - Illinois Bank & Trust support
Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA
1 vote
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