Settings and activity
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716 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
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Adam Suhan
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154 votesAdam Suhan
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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.
Adam Suhan
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6 votesAdam Suhan
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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 Adam Suhan
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This should be added so when you publish a bill in HubDoc (marking as "Purchase") it should let you mark that bill as paid instead of having to use spend monies or having to go into Xero to mark it as paid.
Adam Suhan
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2 votesAdam Suhan
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The new invoice page is a step in the wrong direction for what Xero should be:
1) You cannot quickly enter a date, before you could type 2 9 and it would auto fill as 2 September of the current year, now you have to click the box to select it, click the left arrow to go back as many months as you need to and then select the date
2) You cannot quickly set a due date, before you could type +30 and it would auto fill as 30 days from the invoice date. Now you have a limited selection of prefilled dates or have to open up a calendar to select a date, if you have payment terms such as +20, you have to manually count 20 days from the calendar.
3) You cannot quickly mark something as paid, before you would go to the bottom and type in the date and bank account. Now you have to click a button to have a pop-up appear for the same options.
4) You cannot quickly add attachments, before you would just drag and drop anywhere on the invoice and it would attach itself. Now you have to click a button to open up the attachment box and then drag and drop it into the tiny area it opens with.
5) You cannot quickly change the address, before there was a "Edit address" option right on the invoice you could select to edit the address. Now you have to click on the contact and then select edit.
6) You cannot quickly open the contact so you can find their history, before you could middle click on a contact to open up their history in a new tab so you can see when you last billed them. Now you have to click the contact and then click it again to open it in the contact page