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219 votes
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…
Derek Froese
supported this idea
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9 votes
An error occurred while saving the comment Derek Froese
supported this idea
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25 votes
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Derek Froese
commented
This system could also be used to kick-off automation in other systems through the API connection.
Apply a tag of "print in HQ", and a receipt for the transaction gets printed in an office.
"Invoice Client", and the transaction is added as an expense to the next invoice that gets sent to the client.
"Needs Approval" and an email fires to the approver with a link to the transaction
An error occurred while saving the comment Derek Froese
commented
@Paul or @Kelly Can you rename this "Transaction Tagging System" for simplicity and clarity? In retrospect, my title was dumb.
An error occurred while saving the comment Derek Froese
commented
Transaction Tagging System.
Instead of the simplistic Tracking Categories which only allows a two categories to be applied to a transaction, Xero should have a tagging system, where custom tags can be applied to any transaction in any quantity.
This system could replace Tracking Categories by using a format like "Location:HQ", "Location:Branch", and have custom tags like "SDE" (Shareholder Discretionary Earnings), "PST:Reimburse" (for taxes that can be refunded from the government at the end of the year), "Review Needed", "Approval Needed", "Accountant Review", etc.
Bonus points ff the tags can be applied to any object in Xero - Invoices, Transactions, Customers, Files, etc.
Derek Froese
supported this idea
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Hubdoc's primary website says we can "say goodbye to data entry", and yet we have to enter all the line items, and the tax. This information is trivial to extract in 2025; every AI can do it, and most OCR tools can do it. Why not Hubdoc?
Without this extraction, Hubdoc is just a glorified camera.