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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
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Adam Suhan
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162 votesAdam Suhan
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176 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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7 votesAdam Suhan
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8 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
commented
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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13 votes
An error occurred while saving the comment Adam Suhan
commented
In XWP when a task is archived you cannot click on the documentation tab on the task/GL level. You can only find documentation via the section at the bottom of the pack.
I think you should be able to click on the documentation on the task/GL level even when achieved so you know what documentation relates to each task/GL account without having to figure it out by looking at the documentation names (ex: if you have 5 pieces of documentation relating to 5 different GL accounts, you see them all grouped at the bottom of the pack and you don't know which documentation relates to a specific account)
Adam 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