October Product Update: Document Sorting

October 30, 2018 Geoffrey Gualano

Hubdoc Document Sorting

Another month, another highly requested feature! Allow me to introduce: Document Sorting!

Document Sorting – Small feature, big efficiency gains

Although a seemingly small product update, Document Sorting gives you the flexibility to work the way you want to work.

Documents can now be sorted, and prioritized, by:

  • Bill Date
  • Due Date
  • Upload Date
  • Amount
  • Relevance (if you search for certain words in a document, Hubdoc can sort by closest match, much like a Google search)

Document Sorting in Hubdoc
 












You can sort documents from within a folder, from the ‘All’, ‘Processing’, ‘Review’, ‘Failed’, and ‘Archived’ tabs in the document stream, and using our new Advanced Search filtering option

Pro tip: Use Advanced Search and Document Sorting when you need to quickly find a statement, check image, bill, receipt, or invoice.


New Automated Connections!

We added four new automated connections this month! Hubdoc can now auto-fetch documents from the following banks and suppliers:

United Kingdom

  • Worldpay

New Zealand

  • Westpac | Personal Banking
  • Spark
  • American Express 

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About the Author

Geoffrey Gualano

Geoffrey Gualano is the Director of Marketing at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!

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