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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Georgia Ryan commented  ·   ·  Report

    This is critical to strengthening the Projects product on Xero. At this point Projects is not fully developed making it challenging to choose Xero as a the preferred interface for project cost management.

  • Tasman Simkins commented  ·   ·  Report

    As Other have said 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. Having to do it as an addiction set is a step that should not need to be done.
    As Other have said it is very poor that this is not a planned feature.

  • James fraser commented  ·   ·  Report

    It is vitally important that bill can be allocated to projects via HubDoc or similar applications. Currently the bill can only be allocated to a project once uploaded to xero, this additional step is unnecessarily time consuming when processing multiple bill and projects.
    We are very concerned to note the feature request “Projects integration with Receipt Bank” was closed by xero as “not planned” in march 2022, does this indicate that xero does not appreciate the importance of such integration or is there a fundamental issue with the integration of projects in xero?

  • Tim Howell commented  ·   ·  Report

    Projects are a key way to manage costs for clients in a large range of industries. I use it at nearly all my clients and won’t be able to use Hubdoc without it integrating to projects

  • Sue Stringer commented  ·   ·  Report

    I have found a way of doing publishing to projects from Hubdoc. Once you publish it, find it in Xero and click edit. From here, it gives you the option to allocate to a project.

  • Kate Griffiths commented  ·   ·  Report

    This is becoming hugely important for us - we are now recommending a lot of clients use Projects and not being able to add Project detail in Hubdoc is really hamstringing us - to tell a client they can add tracking in Hubdoc but have to push as draft into Xero and add the Project as another step there is just frustrating.

  • Sue Stringer commented  ·   ·  Report

    I use Projects for my business and I find it very time consuming to have to manually enter every bill just so I can allocate it to a project. It would be massively timesaving if hubdoc worked in conjunction with Projects.

  • Aleksandra Kwiatkowska commented  ·   ·  Report

    We have lots of projects under one customer and it makes it difficult to not being able to choose from projects instead of customers

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