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  1. Hubdoc - Extract all line item details including inventory items

    216 votes

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    17 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.

    We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;

    • Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish 
    • Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
    • Improved the accuracy of the supplier 

    Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…

    Christian Lucy supported this idea  · 

  2. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    43 votes

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    submitted  ·  22 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Christian Lucy supported this idea  · 

  3. Project reports - View estimated profit based on quotes

    22 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Christian Lucy commented  · 

    When building a quote gross profit is critical to be able to see so that you can adjust as necessary to make sure the margins are where you need to be overall. So not just the total gross but the the percentage margin for each item be show on the quote from an internal view with a calculated total quote margin

    Christian Lucy supported this idea  ·