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
Catherine Lamb
shared this idea
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Blair Hicken
commented
Project - Vendor Contact - "Bills not assigned to projects" view - When reviewing the list of bills under a Vendor Contact, have the ability to show "Bills not assigned to projects".
The Purchase Overview - "Bills not assigned to projects: view, is great; however, it can be an overwhelming list. It is easy to miss some vendors' bills when assigning them to a project.
Many of our Vendors' bills should be always be assigned to projects, and it would be great to have the same "Bills not assigned to projects" from the Vendor Contact. This way, we can ensure that all the Vendors' invoices have been correctly costed to the projects. -
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.