Hubdoc - Default coding of Document Type
Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.
Ian Wheeler
shared this idea
-
mattew wade
commented
Hubdoc users often want better automation for document setup, like defaulting document type to “Receipt” and status to “Awaiting Payment,” but this kind of workflow customization isn’t always available. Similarly, tools like https://flpropertycheck.com/documentary-stamp-tax-calculator/ help simplify complex calculations by automating property-related tax estimates, making real estate processes faster and easier to manage.
-
Laura Perry
commented
This is a great shout... c'mon Xero/Hubdoc, it's 2026 already...(!)
-
Kim Heppell
commented
I have just emailed Xero to ask if you can set the Status as Draft as a bulk rather than selecting each time you upload a invoice, or going into each supplier. But unfortunately this is something they still don't do!
-
Karen Davey
commented
I have hundreds of invoices to process in hubdoc, and for each one I have to manually select the document type "invoice". It would be good if we could choose what default we wanted for "document type".