Settings and activity
46 results found
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620 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
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37 votes
Jane Stergio
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An error occurred while saving the comment Jane Stergio
commented
Sometimes our customers pay before the invoice is created, so it cannot be allocated yet. It would be good to use a different term from overpayment - and also to be able to send a receipt email of some sort, to acknowledge receipt.
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67 votes
An error occurred while saving the comment Jane Stergio
commented
If a customer pays an extra amount, say 50c, and an overpayment is created for the 50c, I can no longer send a receipt for the full payment. The option is just not there on the Payment screen.
Jane Stergio
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3 votesJane Stergio
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9 votesJane Stergio
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28 votesJane Stergio
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28 votes
An error occurred while saving the comment Jane Stergio
commented
A pdf file can be displayed in a pdf viewer window, which would enable the copy function. This should not be difficult to do.
A similar idea has been posted here: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/46532647-hubdoc-ability-to-copy-paste-document-detailsJane Stergio
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14 votesJane Stergio
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41 votesJane Stergio
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12 votes
An error occurred while saving the comment Jane Stergio
commented
This would be very useful. Some suppliers provide a number of different services, so having them all set in a template would be useful.
Eg Phone accounts - there may be Multiple charges for Telstra/Optus etc in a month - one for each phone number - and you want to put the phone number in the description. Having multiple preset descriptions would make this easier - not having to type the different description each time.Jane Stergio
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15 votes
An error occurred while saving the comment Jane Stergio
commented
This would be so useful in catching cases where the stored bank details are different to the details on the invoice - catching cases of fraud or just simply change of bank account.
Jane Stergio
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40 votes
An error occurred while saving the comment Jane Stergio
commented
The document could be displayed in a pdf viewer, rather than as an image - then text can be copied from the pdf and pasted into the description field in Hubdoc.
Dext implemented this change about a year ago.Jane Stergio
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10 votesJane Stergio
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20 votesJane Stergio
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An error occurred while saving the comment Jane Stergio
commented
This could be achieved with a document merge function - which many people have voted for here: https://productideas.xero.com/forums/940636/suggestions/44961493
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168 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.
Jane Stergio
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An error occurred while saving the comment Jane Stergio
commented
This feature is available in other OCRs (eg Dext) and shouldn't be a hard thing to implement if other systems are already doing it. Merging documents before import to Hubdoc adds a few extra steps, which adds time. And a lot of people don't have pdf merge software.
Ideal Scenario - receive email and forward (or have rules that forward) the email to Hubdoc. With Hubdoc set to load the email body as a document means that 2 documents are now in Hubdoc. Select the attachment and document and merge. Done! Even better if the merge can be done by default. The resulting file should also be a pdf, not an image file.
Current Scenario - receive email. Print attachment to PDF. Print email body to PDF. Use pdf software to merge the 2 pdf files. Save the pdf somewhere. Upload document to Hubdoc.
There are other types of merges too - eg when there are work reports or other documentation that comes with the invoice email but are sent as separate document/s.
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40 votes
An error occurred while saving the comment Jane Stergio
commented
Being able to send multiple payment receipts by selecting multiple customer Payments in the BankAccounts->Account Transactions screen would be so good - add a button next to the "Remove and Redo" button and send the default Payment Receipt. This would save opening every payment each time - which takes a lot of time when there are a lot of receipts.
Jane Stergio
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20 votesJane Stergio
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3 votesJane Stergio
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193 votesJane Stergio
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22 votesJane Stergio
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An error occurred while saving the comment Jane Stergio
commented
The Contact Account Number must be unique, along with the Contact name, but it is not available to be selected as a column on most reports, even the generic Account Transactions report. Could it please be added as an option on any report that allows Contact to be selected, but particularly the Account Transactions report.
Contact Account Number is also not searchable in the main screen magnifying search button, or the Invoices / Bills search bars. Often the Contact Account Number is numeric or alphanumeric and less memorable than a Contact Name, but is also often used as the main identifier for the contact in bank transactions and other places.
Hence it would be so useful to be able to see it on a report, and search for it.
I would use this when I export a report for import to another system which uses the Identifier to match the contact. At the moment I need to edit my exported report and fill in the Contact Account Number by using a vlookup of a download of the contacts list.
The history doesn't show the email address when an invoice is re-sent later.