391 results found
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Hubdoc - Publish receipt to existing Xero bill
Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.
105 votes -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
2 votes -
Hubdoc - Extract & compare bank account information from invoice documents
I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.
Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.
I've attached a sample invoice
7 votes -
Hubdoc - Allow Hubdoc to read a link in the email
Hubdoc - Allow Hubdoc to read a link in the email.
When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.
65 votes -
Hubdoc - Ability to also flag duplicates when the invoice number is the same
Currently Hubdoc only flags an invoice as a duplicate if the supplier, invoice date AND invoice amount exactly match. This means if any of these are adjusted or Hubdoc doesn't pick up the exact correct details, the invoice wouldn't be flagged as a duplicate and could be double booked or worse double paid.
Hubdoc should flag an invoice as a duplicate if the invoice number is the same too. Yes there are rare scenarios where two suppliers issue an invoice such as '001', but it's much better for this to be flagged as a duplicate and reviewed, than actual duplicate…
53 votes -
Contact - Field for Business Registered Name
When creating a new contact, I need a space for the Business registered Name as well as Trading name.
28 votesHi everyone, appreciate all the engagement here so far. It has been a while, so wanted to update the status of this idea here. We understand that when you’re managing contacts, having a clear way to separate a legal entity name from a trading name can be important for keeping your records accurate.
The suggestion here is to add a dedicated Legal Name / Business Registered Name field to contact records, so this information can be stored separately and used when managing documents, reporting, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from businesses that need to manage different legal and trading names in their workflows.
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Demo Company - Connect Hubdoc
NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff
30 votes -
Contacts - Ability to set alerts and reminders for credit control
Hi, I will be looking after the credit control activity of the organisation I recently joined. After looking at the portal, I think it would be useful to be able to create alerts for specific schools, for specific dates, reminding me I need to contact them on those days and be able to switch reminders, on or off, with the opportunity to select the dates (ex if invoice not paid by ... the reminders will switch back on automatically on on the date I set up). Do you think this functions can be implemented presuming it would be useful to…
7 votesThanks for the suggestion, Samantha. There are a lot of different types of alerts and notifications that our customers would like to see Xero develop.
When you mention credit control I wanted to highlight Credit limits that can be set for a contact and may be of some use to you here.
There is also the ability to set Invoice Reminders for when invoices are overdue and you may want to set up for contacts.
We don't have other alerts or warnings planned at this stage but will begin to get a sense of the interest for your idea here.
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Contact | Merge - Retain contact and financial details
It would be really helpful when merging suppliers if there was an option to keep all contact and financial details with the updated contact. When an existing supplier joins Xero and starts sending Xero generated invoices that you can upload to Xero if the name is even slightly different it creates a new supplier. This could be as basic as Ltd vs Limited. When these contacts are merged all the existing information is deleted and needs to be re-entered. An option to keep all existing contact information would be great.
7 votes -
Hubdoc - Auto-rotate documents
Hubdoc should automatically correct the rotation of documents. Sometimes, particularly for photographs, documents are uploaded with incorrect rotation. Hubdoc must know the correct rotation because it is scanning the text. Why not fix the rotation so that the text is the right way up?
64 votes -
Contacts | Add & archive dates - To get a Customer lifetime value report.
Customer lifetime value report.
I would like to see date fields that you complete when you onboard and archive a new customer. Then it would be easy to work out the average lifetime value of your customers (CLV) using the “income and expenses by contact” or other report.
9 votes -
Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)
It's a small annoyance - but an annoyance all the same.
(mostly I am annoyed with myself for forgetting the two sections are different ;)In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.
But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…
9 votes -
Xero Files - Ability to rename and/or delete file while viewing in inbox
In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.
Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…
15 votes -
Hubdoc - Convert Alberta Canada Bank(ATB) Statement
I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta
7 votes -
Contact - Save and add another
When entering multiple contacts, it would be good to have the option to "save and create new contact" as well as the "Cancel" and "Save and Close" option after entering the information. Currently you have to press Save and Close, go back to Contacts, then select New Contact.
6 votesDo you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
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Contacts - Search additional people on a contact record
It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.
25 votes -
Contacts - Secure method of requesting contact bank account details
Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.
8 votes -
Contacts - Search description across customer activity for products sold
Would it be possible to have the ability to search on a customers account for individual products that have been previously sold to them? We have customers that purchase various products from us and sometimes it will be months between each purchase. I have to open every invoice to see if the item is on there. Even if there was an update on the Products & Services page to list the products sold to each customer, I think it would help.
7 votesCurrently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.
Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report.
However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂
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Hubdoc - Bulk edit transactions
For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.
59 votes -
Contacts - Allow macrons for languages (such as te reo)
We use another software programme which exports all our customer details and invoices etc into Xero automatically. The other programme uses Google to create addresses. A lot of the addresses include te reo, so include macrons. When the text is imported into Xero the macrons cause non-recognition of the characters, so we end up with a mess.
Surely in this modern world, Xero, an Aotearoa, New Zealand, developed programme, can be made to recognise our indigenous (Official) language, and allow correct te reo spellings.
This is 2022 not 1922, please allow us to get this basic NZ requirement correct. Xero…15 votesHi Karin, would it be possible to get a few more examples of names that you've tried to import and not have show with macrons?
One of our team have tested creating a contact via import with the name Whakatāne (/mækrn, me-/) and this created a contact in Xero as shown in this image.
It'd be great to better understand and see if we can look into this a bit more.
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