Settings and activity
10 results found
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9 votes
Hi Collin 👋🏽
Thanks for submitting this important idea about integrating Hubdoc's full capabilities directly into Xero. This is a powerful suggestion for streamlining workflows and improving the overall document management experience.
We've reviewed your submission and are happy to classify it as Gaining Support!
Your post meets all the necessary criteria, and we confirm that the full range of Hubdoc functionality (including automated fetching and comprehensive processing) does not currently exist within the main Xero UI.
Your idea is now live and ready for community support! Please share this idea with colleagues who would benefit from a fully integrated document processing experience, so they can vote and share additional detail about how this change could improve their experience with Xero.
An error occurred while saving the comment 
Daniel Bodkin
supported this idea
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2 votes
Thanks for sharing this suggestion, Daniel. We understand the request for payment reminders to recognise when a payment is already on its way, such as an unreconciled bank statement line. This could help avoid sending reminders when customers have already made a payment, but not yet applied to invoices.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your thoughts.
Daniel Bodkin
shared this idea
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26 votesDaniel Bodkin
supported this idea
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33 votesDaniel Bodkin
supported this idea
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23 votes
Thanks for sharing this idea about choosing a default landing organisation, for when you first log into Xero.
We've reviewed this suggestion, 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 votes and comments about how this would help them, too!
Daniel Bodkin
supported this idea
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203 votes
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
An error occurred while saving the comment Daniel Bodkin
commented
This was a major irritation when you had a quote in the old organisation and wanted it in the new organisation.
There is no simple:
Copy to another organisation
function.
You effectively have to recreate it.
Requested improvement:
Allow a user with access to both organisations to copy a quote directly from one organisation to another.An error occurred while saving the comment Daniel Bodkin
commented
This was a major irritation when you had a quote in the old organisation and wanted it in the new organisation.
There is no simple:
Copy to another organisation
function.
You effectively have to recreate it.
Requested improvement:
Allow a user with access to both organisations to copy a quote directly from one organisation to another.Daniel Bodkin
supported this idea
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1 vote
Hi Daniel, we understand the request for Hubdoc to support Xero Verify push notifications for MFA. This could make logging in quicker and provide a more consistent sign-in experience across Xero products.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your thoughts.
Daniel Bodkin
shared this idea
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1 vote
Appreciate you raising this. Being able to select a receipt already stored in Hubdoc and attach it directly to a Xero transaction could save a few unnecessary steps when managing documents.
We've moved this idea to Gaining Support so we can keep gathering feedback. If this could help your workflow, add your vote and let us know.
Daniel Bodkin
shared this idea
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11 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.
Daniel Bodkin
supported this idea
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1 vote
Thanks for bringing this to our attention. We understand how being able to republish an existing Hubdoc document as a different transaction type could reduce steps.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
Daniel Bodkin
shared this idea
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A recurring problem is that Xero and Hubdoc behave as though they are separate systems even though Xero owns Hubdoc.
Examples include:
Documents remaining linked to transactions that no longer exist.
Having to re-upload documents that Hubdoc already stores.
Authentication complications.
Different publishing statuses.
Organisation switching.
Having to work around a problem in Xero by manually manipulating something in Hubdoc.