Settings and activity
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164 votes
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7 votes
Terry Lavelle
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101 votesTerry Lavelle
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110 votesTerry Lavelle
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484 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Terry Lavelle
supported this idea
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Yes, please.
And while we're at it, could we add documents from Hubdoc to an existing document in Xero (or select multiple docs for one transaction)?
If a client uploads an invoice it creates a document. If there is supporting documentation or a receipt, Hubdoc wants to create a new document every time.
And before I get off my soap box, what's the idea of the Document Type field? Does it make any difference what is selected?
I like Hubdoc, but there is precious little guidance on how to use it and I've seen no innovation in the last few years that I've been using it. I couldn't understand why people would pay for Dext when Hubdoc is free, but it is becoming much more obvious.