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22 votes
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Raymond Golugwa
commented
Extracting invoice description from PDF invoices when uploading multiple invoices in pdf format. I have more than 100 invoices in pdf format, If you have more than 100 invoices in pdf with different invoices descriptions and want the draft entries in xero to have the actual original description from the pdf invoice. Hubdoc would be required to be developed with this feature and go extra mile than producing description based on historical data extraction of similar documents. Sometime machine learning based on history would result top wrong output, so data extraction by machine reading on PDF is more correct.
Raymond Golugwa
supported this idea
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…Raymond Golugwa
supported this idea
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261 votesRaymond Golugwa
supported this idea
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284 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Raymond Golugwa
supported this idea
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This is very critical, and would make shift for Hubdoc, as accuracy of invoice description are most important when posting an entry. Uploading hundreds of documents in Hubdoc and visit one by one uploaded entry in Xero to manually change the incorrect description provided by machine learning is hectic and cumbersome