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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Graeme Stewart commented
The fact that Xero Expenses / HubDoc are nowhere near as functional as Dext means I've got to use Dext.
HubDoc - I don't want 10x staff to be able to see everything going out of the company accounts. Doesn't allow creation of expense reports per staff member. Can't assign to project directly (STUPID).
Xero Expenses - can't email PDF's into it and can't auto-backup the files to Google Drive as you can with HubDoc and Dext.
Dext - Can't assign to projects because Xero don't want you to use Dext they rather they waste your money on 2x poor products of theirs.
This is infuriating, when on earth will Xero get their act together.
Why create 2x 80% functioning products in HubDoc and Expenses, rather than just getting 1x 100% correct. Total stupidity. Combining HubDoc and Expenses you'd have a basically functioning product, but no.
How hard can it actually be.Absolutely infuriating.
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Nadine Harrison commented
I assumed that this would automatically be included and have recommended Projects to two new clients on this basis. I am now wishing I had put them on Quickbooks instead. This thread has been running for two years and still has not been resolved which does not make me too hopeful of it being available any time soon.
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Rheynardt Jansen van Rensburg commented
Please have the developers look into this asap. This would make "Beautiful business" even more so.....
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Jessica Wallace commented
Massive time waster. I’ve read on other forums quick books allows this for sometime… you’ll end up losing customers
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Leigh Foster commented
This would reduce time immensely. Please actions this. Otherwise we have to duplicate going back into Xero
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Laura Frampton commented
Please please please add the ability to add invoices directly to projects from Hubdoc the same as being able to add them as a billable expense.
The process is currently extremely time consuming.
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Andrea Handley commented
Yes please it is such a time waster when you have double handle the items from Hubdoc and is very painful if you are working on a laptop/single screen set up only.
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Laura Ranger commented
Yes, and I have lost a new Xero user to a different program for this
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Kristina Boseski commented
Highly critical for efficiency and management. Complete waste of time to duplicate the data entry just to assign the expense to a project.. why can you allocate a tracked item but not a project?
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Matt Lowlett commented
Integration is key for Xero to stay relevant. With so many different products on the market and for better utilisation of Hubdoc and Xero projects you need to be able to allocate purchases directly to the project via hubdoc. As mention below, creating draft invoices for approval just to allocate the project number is not efficient considering the existing allocation options from Hubdoc that links to Xero. Hoping this is addressed ASAP.
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Sonja Feltham commented
Having to publish all bills as draft in Hubdoc to then edit them again in Xero seems like a completely unnecessary step and makes me question my decision to upgrade to Xero Projects. I hope there are plans to implement a feature to assign the project in Hubdoc directly!
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Clayton Achen commented
This would be huge for several of our customers. A side note is that Dext doesn't do this well with Xero but does it great with QBO. This prevents us from putting these clients (all our construction and other project-based clients) on Xero. We must keep them on QBO which kills me. Please action this ASAP!
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Sue Lyons commented
I have a number of clients who use Xero Projects and having to enter bills via Hubdoc and then edit them within Xero to add the project codes is incredibly frustrating & time consuming.
It seems to be a simple data extraction feed and if it can be done for contact names, account codes etc, I don't understand why it can't be done for project code. -
Caroline Godden commented
It is vitally important that Bills are allocated to a project so that when the project is invoiced out no costs are missed. It makes sense that this is done in Hubdoc when the bills are entered into the system. Is this something Hubdoc are looking to implement in the near future?
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Rose Norton commented
We are new to Xero and Hubdoc, and are very disappointed that we cannot attach a document to a project. For us, efficiency in accounting is important but managing project costs effectively is critical. Please add this feature as soon as possible!
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Philip Freshwater commented
This is a logical and extremely useful addition to Hubdoc if implemented and essential for the efficiency of Projects
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gillian caughey commented
I don't understand why this isn't included with Hubdoc. Why would you offer both Hubdoc and Projects and not connect them. Especially as there isn't an easy way to run a report showing what invoices have not been allocated to Projects.
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Deanna Brommeland commented
Not being able to add project detail in Hubdoc and only being able to add tracking in Hubdoc is very labour intensive for high volume clients (with all clients really).
Also having to push items through as a draft into Xero and then add the project details after the fact as another step is counterintuitive. Why would you want to add more steps to a process vs reduce the amount of steps? Become more efficient not less...
It's not an easy or time effective process when other programs/software's offer a more effective and efficient solution to project tracking. Xero would not be my recommendation to anyone with projects at this time.
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Barb MacDonald commented
We are not able to move clients to Xero that use projects. Hard to market this software when they are limitations.
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Roni Kirkness commented
This is a very important feature for our clients and this is why we we have to continue to use Dext.