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  1. Hubdoc - Separate invoices between VAT periods

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    1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Sneha, thanks for your feedback. We can see how having a way to organise and filter documents by VAT period in Hubdoc could help when managing reporting obligations, particularly where invoices are received after a period has been filed.

    At the moment, documents can be organised using existing Hubdoc tools such as tags and filters. However, having a dedicated VAT period view or categorisation option could make it easier to review documents for a specific filing period and reduce the manual effort involved in separating records across reporting cycles.

    I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If this would help your workflow, it would be useful to understand whether you'd prefer automatic VAT period assignment based on document dates, manual period selection, or a combination of both.

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    Sneha George commented  · 

    Thank you for reviewing this, since using Hubdoc I had tried to manually tag each invoice according to a VAT period, but it was quite tedious and time consuming.

    It would be ideal if the VAT period assignment could be automatic, using the document dates extracted, but it could also prove useful if the manual period selection was an option too, so a combination of both.

    Sneha George shared this idea  ·