Skip to content

Settings and activity

8 results found

  1. 42 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.


    Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.



    Audrey Parnham shared this idea  · 
  2. 338 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    An error occurred while saving the comment
    Audrey Parnham commented  · 

    In the new version of invoicing, you click on add payment and then cursor is in date box and you have to use the mouse to select the date, you can then tab to the bank account, but you can't type say RBS and the bank is selected you have to use the mouse to select the bank and then you can tab and type in the amount and then you can't tab to the reference box, you have to use the mouse to open the option.
    We are all basically data processors and use key strokes to input data as quickly as possible.
    That is so much quicker with left hand using the tab key and the right putting in the required data.
    I have read your comments and tried them out and see that the enter function does open some of the boxes, but I am still having to use the mouse to select most of the data.
    I am a bookkeeper and therefore I am not usually posting a transaction that happened in the last few days, more likely in the last quarter and I can no longer type say 07/11/23, but instead have to click back through several months to get to the date I want.
    In the classic version, I just used the mouse to press add payment, all the rest of the data was added using the tab on the left hand and typing with the right.

    An error occurred while saving the comment
    Audrey Parnham commented  · 

    On the new invoicing screen - when adding payment. Can the box run horizontally as opposed to vertically then we will be able to use the tab function to move between boxes?
    Also I think reference is an essential box and needs to visible here (and you don't have to click + to get it) when entering a payment, but also on the bank reconciliations screen where you have to "Add details" for that box to appear.
    All we want is efficient workflow.

    Audrey Parnham supported this idea  · 
  3. 8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Audrey Parnham supported this idea  · 
  4. 12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Audrey Parnham supported this idea  · 
  5. 491 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Audrey Parnham supported this idea  · 
  6. 62 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Audrey Parnham commented  · 

    Also why doesn't it copy over departments when you add last items?

    Audrey Parnham supported this idea  · 
  7. 158 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Audrey Parnham supported this idea  · 
    An error occurred while saving the comment
    Audrey Parnham commented  · 

    Moving from page to page arrows and page numbers are at the bottom of the screen.. It would be great if they were at the top of the analysis as well or instead.

  8. 8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Appreciate familiarity to the way your clients may have worked with another system. 

    As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this? 


    @Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here

    An error occurred while saving the comment
    Audrey Parnham commented  · 

    "Found" the uncoded statement line report on a Xero webinar last week. The option appears on the bank account screen and in reports. It would be really good for such a useful report for the button to also appear on the individual bank account screens.