Hubdoc - Link bills uploaded from Hubdoc to Purchase Orders in Xero
We publish a large quantity of bills from Hubdoc to Xero. To implement a purchase order system we will need to be able to link these bills from Hubdoc to Purchase orders created in Xero. Otherwise Hubdoc is not really of use to us and will make the work load more.
Karen Gerrits
shared this idea
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Alistair Clarke
commented
There is also an existing issue around permissions. A user with "Invoice Only" permission in Xero can only see Files in the "Inbox". If we upload supplier invoices from Hubdoc, they go to the "Hubdoc" folder in Files that the user can't see. They can't therefore add this file to the PO or Bill that it relates to.
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Beata Lankester
commented
I recently started working at a new company where POs are being mass-produced, but in Hexi.com. My role involves transferring these POs from Hexi to Xero, where they land as draft bills. The challenge arises when suppliers send their bills—Hubdoc isn’t helping me match these bills with the existing draft bills in Xero. Instead, the supplier's published bill from Hubdoc creates a duplicate bill.
I’m trying to find a solution to effectively link supplier bills with the corresponding POs that are already in Xero. While I believe it might be more efficient if the staff created POs directly in Xero, it feels too soon to suggest this change.
Does anyone have any advice on managing this process better and avoiding the chaos of duplicate supplier invoices?