Document Management - Fully Migrate Hubdoc Functionality into Xero User Interface
The HubDoc Ui/Ux is outdated, we all know it. But its a good product. With the addition of the "Upload Bills" feature to Xero, it would make sense to just bring the full functionality of HubDoc right into the Ui of Xero rather than invest in the standalone product of HubDoc. It keeps us on one screen within Xero and eliminates all the nuances of the sync/integration.
Maintaining backup to DropBox or Google Drive is key though. That makes it feel like a 'safe' backup method for receipts.
Collin Corso
shared this idea
Hi Collin 👋🏽
Thanks for submitting this important idea about integrating Hubdoc's full capabilities directly into Xero. This is a powerful suggestion for streamlining workflows and improving the overall document management experience.
We've reviewed your submission and are happy to classify it as Gaining Support!
Your post meets all the necessary criteria, and we confirm that the full range of Hubdoc functionality (including automated fetching and comprehensive processing) does not currently exist within the main Xero UI.
Your idea is now live and ready for community support! Please share this idea with colleagues who would benefit from a fully integrated document processing experience, so they can vote and share additional detail about how this change could improve their experience with Xero.
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Jessica Salmon
commented
Xero does have a more intuitive interface. It's also got better reports for audit trails, so that could be a positive aspect of a change like this.
Hubdoc has the ability to export documents as csv, which is a very useful feature in some user workflows and would hopefully be preserved. Even better if Audit trail details can be added to the CSV export e.g. upload date, upload user etc.
Many banks allow csv uploads to load payment batches.
This could allow users to use Hubdoc/Xero to load bills, export a CSV, then use the exported data to load payments to the client's bank for approval and release. Saves the users time capturing supplier, invoice number date etc. and avoid typos and other common manual capture errors. -
Jessasm Shaka
commented
Create Hudoc to remain in XERO so we don't have to leave to many apps.
But most importantly send alerts automated to certain staff or users who have not uploaded their receipts and alert when its outside of company policy.
I need to have 4-5 apps just to use Xero with gusto. With expenses. Competitor is one app -
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commented
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