441 results found
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Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
10 votes -
Hubdoc - Allow Upload Only users to view tags from a common list
Hubdoc User roles - it would be incredibly helpful if upload only users were able to view (not edit or add) tags from a common list. We have 17 staff who have company visa's I'm wanting to use Hubdoc for them to be able to upload their visa receipts & invoices instead of having them manually sent to me the following month for coding and entering.
I've set up the tags with the descriptions of the GL codes, however I've found that they are unable to view or use these tags without setting them up themselves. Having a communal list…
2 votes -
Hubdoc - Status tab in to integrate with Xero
Can we have a setting to enable the status section of the Xero destination tab to enable the user to select the status for all documents to be either - draft, awaiting approval or awaiting payment. this save time in having to select this each time a document is uploaded.
7 votes -
Gift Aid - Option to automatically claim Gift Aid
As a charity we would really like the ability to be able to have Gift Aid and reporting on Xero, otherwise we would have to get a 3rd party piece of software to run Gift Aid.
It would be so great to be able to mark on a customers record that they allow us to claim gift aid on the monies they pay to us and then in turn for us to be able to run a report to submit to HMRC of how much Gift Aid we are able to claim from customers in others words extra income from…19 votes -
Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
1,358 votesThanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
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Hubdoc - Feature to group/organise tags
Hubdoc tag organization
It would be extremely useful to be able to group or nest tags within Hubdoc. When there are 20+ tags in use, managing the list of tags becomes unwieldy. The ability to organize the tags within groups would allow more streamlined document management. This is especially important for clients that have been using Hubdoc for several years and have organized thousands of documents using Hubdoc tags, but for whom the majority of documents are being stored for archival reasons. For those, all the inactive tags don't need to be on display all the time. Would it be…2 votes -
Hubdoc - Add Last Items line orders & Reorder lines
Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).
65 votes -
Hubdoc - Delete Button
Naturally, when emailing in invoices and receipts, we end up with extraneous items in the Docs Pane on the left hand side. To delete these, we currently only have a small 'delete' button in the far top right corner, followed by a confirmation message in the centre of the screen.
It'd be great if the UI was updated to have either:
- a delete button closer to the Docs Pane on the left hand side
- some right click functionality, to allow us to delete documents
- some keyboard shortcuts to allow us to process these items much quickerI…
3 votes -
Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
6 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 -
New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
18 votes -
Hubdoc - Link bills uploaded from Hubdoc to Purchase Orders in Xero
We publish a large quantity of bills from Hubdoc to Xero. To implement a purchase order system we will need to be able to link these bills from Hubdoc to Purchase orders created in Xero. Otherwise Hubdoc is not really of use to us and will make the work load more.
19 votes -
Hubdoc - assign a currency to a suppliers
Some supplier invoices don't have a currency on them eg USD and Hubdoc enters the base currency of the organisation eg NZD - if you could assign a currency to a supplier, it would avoid having to manually change the currency on each invoice
3 votes -
Contacts - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..15 votes -
Hubdoc - Contrast feature
A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.
2 votes -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
3 votes -
Contacts | Groups list - View Customer Account Credit Limits
Ability to show customer credit limit on the landing page of a GROUP (In this instance Credit Client)
Purpose - Users can easily see the credit limit along side the contact name and the headers "You Owe" and "They Owe" Providing a snap shot to avoid the need to click into each individual account to check their credit limit.
4 votes -
Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
26 votes -
Hubdoc - Reporting number of invoices processed in a month
Produce a report in Hubdoc that tells you how many invoices are processed in a month
2 votes -
Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity
An option to switch between the base currency and the billing currency (on the below screenshot). This will provide a view of the outstanding amount to be paid in the selected currency.
2 votes
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