Settings and activity
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99 votes
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David Fraser
supported this idea
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1 vote
An error occurred while saving the comment David Fraser
commented
Note that this is different from this other suggestion that when someone clicks "Mark as Paid" in Hubdoc the purchase should be marked as paid in Xero: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/45439924-hubdoc-mark-invoice-or-bills-as-paid-when-docume#{toggle_previous_statuses}
David Fraser
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9 votes
Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
An error occurred while saving the comment David Fraser
commented
I agree with Bill Yang that when the transaction is reconciled to the Bill in Xero, it should mark the document as Paid in HubDoc. (Google's AI-generated answer says that this happens, but it doesn't on my account). That way it would be much easier to see in HubDoc which items still aren't reconciled
I think this is actually a separate product idea, so have added it here: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/49993800-mark-hubdoc-purchases-as-paid-once-reconciled-in-x -
46 votesDavid Fraser
supported this idea
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An error occurred while saving the comment David Fraser
commented
I'm joining the chorus, please add an option to not have to open the Match dialog and uncheck "Show *** items only"
Currently if you have both an invoice and a receipt, you have to mark one as not a duplicate and delete the other; it would be much better if they could be associated with each other and visible in Xero. One way to do this would be to use the Duplicate detection system so that rather than Trashing the receipt, you mark the Invoice as "Not a duplicate" but mark the Receipt as "Additional document" and then publishing to Xero publishes it to the original bill