Settings and activity
19 results found
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36 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Patrick McNamara
supported this idea
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103 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
Patrick McNamara
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56 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Patrick McNamara
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4 votes
Hi Beverley, appreciate your after the ability to split auto reconciled transactions which isn't available just yet, however wanted to update to share that recently we have released an update that allows you to edit the Account and Tax Rate of a single reconciled line from the Reconciled screen which may be of use if you have singular lines that just need a little fix.
We'll continue to get a sense of the wider interest for being able to edit and split auto reconciled transactions from your idea here. Thanks
An error occurred while saving the comment Patrick McNamara
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1,117 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Patrick McNamara
commented
I agree, except I think it should automatically create a new invoice if the overdue invoice is in a closed period.
An error occurred while saving the comment Patrick McNamara
commented
It would be amazing if we can set up firm settings where if an invoice is 30+ days late the system will automatically assess late fees for clients
Patrick McNamara
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66 votesPatrick McNamara
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93 votes
Hi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.
Patrick McNamara
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13 votesPatrick McNamara
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13 votes
Hi team, we appreciate your feedback here and while Hubdoc remains a core part of our offering, we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with Smart Document Capture within Xero Documents.
As such as we don't have any plans for developing Bank Rules in Hubdoc. Thanks
Patrick McNamara
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354 votes
Hi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
An error occurred while saving the comment Patrick McNamara
commented
I would love to see an invoice bundle that has 1 line and totals up everything that is included in the invoice rather than itemizing each charge line. This is very useful for my business as I like to break out my services into separate sales categories.
Patrick McNamara
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47 votesPatrick McNamara
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64 votesPatrick McNamara
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195 votesPatrick McNamara
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217 votes
Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.
We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.
We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks
Patrick McNamara
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6 votesPatrick McNamara
shared this idea
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138 votes
Hey community, thanks for your detailed feedback on combining expenses into a single claim.
We recognise the value in creating a more streamlined process for submitting and approving multiple expenses, especially for events like business travel.
Our product team are currently reviewing this functionality and are in an initial discovery phase, but it isn’t set in their product roadmap yet. We’ve moved the status to In Discovery to reflect this.
We’re continuing to monitor feedback on this idea and will keep you updated.
An error occurred while saving the comment Patrick McNamara
commented
I would like to have the option in the App to be able to take multiple pictrues of long receipts or multi paged invoices and combine them into a single file rather than having multiple files attached to bills.
Patrick McNamara
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31 votes
An error occurred while saving the comment Patrick McNamara
commented
I would like to have a Demo account with HubDoc that is linked with the Demo company in Xero so when I show clients/prospective clients how easy it is I dont have to use my company one.
Patrick McNamara
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7 votesPatrick McNamara
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29 votesPatrick McNamara
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I also would like to see this be an option. Especially after attending Xerocon in Denver and a Xero Roadshow in Canada - They talked most about turning on Auto bank reconciliations - It's a great feature, but for us Canadians where we have Tax ITC's that we need to exclude from Tips having to remove and redo the transaction then repost it almost seems like it's adding extra work for us to stay compliant with the CRA if we have Auto-reconciliation turned on.