Settings and activity
2 results found
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166 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.
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Zahid Mustafa
supported this idea
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606 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Zahid Mustafa
commented
On the bank reconciliation screen you cannot allocate a bank payment (or receipt) to a credit note when there are also several invoices to pay. I believe you have to allocate the credit note to an invoice before going back into the bank rec screen and allocating the payment. This is quite long winded.
Zahid Mustafa
supported this idea
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This is a very useful feature as we have lots of clients that have multiple page invoices which means that we need to scan them using scanning software then upload them to Hubdoc which is time consuming.