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6 results found
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507 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.
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Terry Lavelle
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32 votes
An error occurred while saving the comment Terry Lavelle
commented
This would be great.
Terry Lavelle
supported this idea
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174 votes
An error occurred while saving the comment Terry Lavelle
commented
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. -
7 votesTerry Lavelle
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132 votesTerry Lavelle
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122 votesTerry Lavelle
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For me the ability to download and upload is a way to address the real problem, which is to be able to update in bulk.
That said, it would be good to be able to see a report that could be sorted and compared as well. And then load it back up with corrections if necessary. Some people ue a lot of bank rules and it's easy to get lost.