Hubdoc - Conjunction with Xero Projects
Ability to publish documents from Hubdoc into Xero Projects directly.
Purpose: To make users’ easily publish the document and assign it to Xero Project.
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Andrew Waugh commented
oh...
I've been on hubdoc for a while now, I just signed up to xero projects in the hopes it would help fill some gaps I find in Xero's features.
This not being integrated, seems like a bizarre omission.
As from what I can see, Xero doesn't really reply to these threads, does anyone else in the comments have recommendations of other tools that could speed things up?
I want to assign expenses to a project, without necessarily trying to bill the client for every little expense.
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Bernard Luftig commented
The purpose of us using Hubdocs is that it interfaces with Xero automatically, bypassing us having to go into the bill in xero as we can reconcile in the bank section
but in order to use projects we must now enter the bill and edit
this would make my life and im sure lots of others much easier and a smoother experience with xeroi would rly appreciate it if you were able to try to resolve it
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Kate Short commented
We really need this feature to be implemented. Please!
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Kimberly Preston commented
Hi team,
This idea was raised back in April of 2022. When can we expect this feature to be integrated? It seems there is an opportunity here for Xero to enhance what they offer customers .. otherwise we will start looking elsewhere to find software that better suits our needs. -
Alex Rolfe commented
Not having this feature is really limiting me in recommending Xero projects. Having to edit bills again on Xero is time consuming and frustrating.
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Roni Kirkness commented
Seems this has been a request for a long time now. @Hubdoc @Xero where are we at with this?
If anyone has commented on this in the past would you please get your team to also comment. Let's make this happen! Hopefully our voices are being heard to someone out there.
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Kenya Warren commented
This is critical even with smaller businesses. There is a large volume of small transactions, and it becomes a headache having to touch each transaction 2 to 3 times solely because we can assign a project upfront.
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Kylie Buckley commented
To be able to assign to a project in hubdoc would save SO MUCH time in data input.
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Tasha S. commented
This would be a huge asset to include with hubdoc and level up with competitors
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Thomas Thomas commented
A really good idea and upgrade but lost in the noise of distraction. No prizes for guessing what they are distracted with current flow
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susan norman commented
I tried the projects function on Xero is awful. It seems to be such a Mickey mouse function that isn't slick at all. Ie raising journals for wages. I still work with tracking categories and keeping the active projects to a minimum so we can use double entry as you should with reporting of the P&L and transactions per tracking category. Otherwise Xero is great and definitely beats sage 50 and Quickbooks for sure.
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Nick Stone commented
cant believe this is not something that is already sorted.
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David Forster commented
We are just starting to use projects in Xero which will save us time in our project analysis and further time would be saved if we could allocate costs via bills that come through Hubdoc.
Many thanks -
Linda Arnott commented
We have clients that use Hubdoc and Projects with Xero and the ability to code to Projects from Hubdoc will save so much time. It would save so much time. Thank you.
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Mark Ellis commented
save a lot of time for coding supplier bills
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Nicola Craig commented
Please please please bring this in! The double handing is so frustrating!
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Nigel Smellie commented
Agree with previous comments. Current process is very time consuming and frustrating for clients. The ability to do this would complete the circle.
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Samantha Devers commented
Yes Please.
Seems ridiculous that we need to double-handle bills from Hubdoc and then approve to a Project in Xero. We are working from remote sites sending in bills / expenses that we then have to re-enter for the projects.
Do better Xero and Hubdoc -
Joshua MacKenzie commented
Xero Projects
Idea is to be able to reconcile bills into a specific project through hub Doc, if there was a line item under customers in Hub doc as projects this would then allow you to link a bill Stright to a project without:
1. Having to publish bill in hub doc
2. reconcile bill in Xero
3. Open and edit bill in Xero just to assign it to a project.
4. Find a bill in projects.
5. assign bill to estimate.This idea would simplify the whole process and instead of a five-step process it would on be Two.
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Victoria Kingyens commented
This is an essential addition to Hubdoc for Xero Project users. It is very counter-intuitive to publish an expense in Hubdoc and then open the expense in Xero to assign it to a project. We need this for sure!