Settings and activity
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154 votes
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Ann Stockton
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7 votes
Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
An error occurred while saving the comment Ann Stockton
commented
So you are saying that if I’m in Hubdoc and the item is in “Draft” mode and I click the “Mark as Paid” button, it should change the status to “Awaiting Payment”? If so, there is something wrong with my version of Hubdoc, because that doesn’t work. I can click and unclick the “Mark as Paid” button and all it does is change the “PAID” icon in the top right hand corner of the receipt.
Ann Stockton
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5 votes
Hi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after?
An error occurred while saving the comment Ann Stockton
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How about just having the same column names on both the screens? I don’t want a report because then you can’t actively work on the items.
Why aren’t they even sorted the same way by default? Bank Statements is descending by date and Account Transactions is ascending by date.
In bank statements, perhaps we can eliminate the “Analysis Code” column. Why use “Particulars” here and nowhere else?
In account transactions, does “Payment Ref” here = “Reference” in bank statements? Let’s use the same terminology for both.Ann Stockton
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821 votesAnn Stockton
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370 votes
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21 votes
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3 votesAnn Stockton
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16 votesAnn Stockton
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67 votes
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5 votes
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17 votes
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24 votesAnn Stockton
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37 votes
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28 votes
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5 votes
When you use the Hubdoc app, it shows a way to upload multiple pages, however, when you get to the Hubdoc application online, you can only see the first page. Kinda pointless to have the feature available and then for it not to work on the other side. Please fix this!