Hubdoc: Validate that document type and "publish as" align
I don't think this is a product idea, I think this is the request for fix:
In Hubdoc, the chosen document type (in "Transaction Details") is not used to validate the "publish as" option in the Xero Integration. While Hubdoc validates the tax rate chosen in Transaction Details relative to the account chosen in the Xero Integration (providing an error message when it doesn't), it happily lets me publish a document categorized as "invoice" in Transaction Details as a credit memo in Xero, if the last transaction with the contact happened to be a credit memo.
Platypus Billing
shared this idea
Thanks for feeding back to us here, however like you suggested this does sound as if something isn't working quite as it should. Bugs and issue are best for our Xero Support team to investigate as they have tools to take a closer look at things.
I'd recommend raising a case with them through Xero central where one of our specialists will be able to dig into this deeper and can escalate to our product teams if there is an issue. Thanks
