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7 votes
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Jamie Brown
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18 votes
Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
An error occurred while saving the comment Jamie Brown
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Automatic posting of Itemised Xero Subscription Invoice.
It would be useful if when Xero issue the monthly subscription invoice, this was posted into the clients cero file with pdf attachment so that the customer doesn’t have to post the transaction.Jamie Brown
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40 votesJamie Brown
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77 votes
An error occurred while saving the comment Jamie Brown
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An even better improvement would be for the Xero Subscription Invoice to be posted automatically into the clients Xero account so that there isn’t any input required.
Jamie Brown
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58 votesJamie Brown
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215 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Jamie Brown
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It would be really useful if in Xero Central you could create a record of achievement which shows any Xero training which has been completed along with the date it was completed. I know you can see the modules that have been done, but it doesnt give the date and it doesnt display in a way that is easy to export to show others for CPD purposes.