Skip to content

Settings and activity

2 results found

  1. 1 vote

    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)
    Mili Cortina shared this idea  · 
  2. 63 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 the added detail, everyone. It's good to be able to share this detail back with our teams.

    Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

    Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

    An error occurred while saving the comment
    Mili Cortina commented  · 

    I can`t believe that Xero hasn't thought this through better. As a CPA, I have clients that deal exclusively with cash (floats, petty cash). To be able to use Hubdoc with these accounts, they must be set as a "bank". Not being able to post to these accounts is a tremendous hassle and ineffective way of working. Accountanting firms should not have the same limitations as the general public.

    Mili Cortina supported this idea  ·