Settings and activity
13 results found
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26 votes
An error occurred while saving the comment 
Darlene Gadowsky
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20 votesDarlene Gadowsky
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4 votes
An error occurred while saving the comment Darlene Gadowsky
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Be aware - Not all Hubdoc accounts are owned through Xero Subscriptions. If the client wants to maintain their Hubdoc they can do it. This is some information regarding it: https://central.xero.com/s/article/Transfer-a-Hubdoc-organisation#Transferanorganisationtoaclient
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20 votesDarlene Gadowsky
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7 votesDarlene Gadowsky
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8 votesDarlene Gadowsky
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33 votesDarlene Gadowsky
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15 votesDarlene Gadowsky
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54 votesDarlene Gadowsky
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166 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
An error occurred while saving the comment Darlene Gadowsky
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This would make life so much simpler!
Darlene Gadowsky
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266 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
An error occurred while saving the comment Darlene Gadowsky
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This feature only works if you are provided with a "direct from bank" downloaded PDF and if the PDF is security enhanced will not work. Most bank statements directly from the bank are security enhanced.
This converter should work with a scanned copy of a bank statement - your competition's conversions already work with scanned copies. -
14 votesDarlene Gadowsky
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11 votes
Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information.
Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)
Darlene Gadowsky
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because there are so many issues with bank feeds our clients are getting annoyed that we are constantly requesting they refresh their feeds, they don't want the hassle & would like us to be able to do it. We also have clients who have issues refreshing the feed when they are out of country, which is frequently, and want us to be able to do it to stay current in bookkeeping.