Report for Bills not Assigned to Projects - Also include in Hubdoc
My client has started using Projects which I'm finding not easy to use.
We would like to assign bills directs to projects in Hubdoc.
I also want to be able to give my client a list of bills that haven't been assigned. I can see this in bills to pay but its not printable/ exportable and there is no report that will give me this information.
I would also like to include direct spends from bank feed instead of having to create a bill just so we can see its not assigned
2
votes
Catherine Lamb
shared this idea
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Jane McWilliam
commented
I agree, just been reviewing Projects for a client that wants to move Xero and have found it rather poor. I also raised a case yesterday to ask about Hubdoc too as I couldn't see where you could assign it. To go in and assign it later once its in Xero is not great.