Enter your idea

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.

save a lot of time for coding supplier bills

Please please please bring this in! The double handing is so frustrating!

Agree with previous comments. Current process is very time consuming and frustrating for clients. The ability to do this would complete the circle.

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

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.

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!

Entering a transaction in Hubdoc and then needing to modify it in Xero to add the project is a bit ridiculous. This is a feature required for every company using projects.

Xero Projects is not integrated with Hubdoc, and therefore, expenses cannot be allocated to a specific project from Hubdoc. If the client has a lot of bills to process, they can't be changed manually once posted in Xero. Heaps of extra and unnecessary work. It could work as same as it works with tracking categories.

We are willing to pay $10 extra per user each month to use projects, so the least we can get is a full integration.

Would save us the time to go then into Xero to add

basic functionality that should be enabled

.

It would be great to have an update on this as it is a determining factor to using Xero projects. I am turning clients away from using Xero projects when the process is not streamlined from the bill entry through to projects. They are using other products. Is there an ETA on this as a change? Thanks.

Dear Xero Team, this idea has been shared 3 years ago, there seems to be a considerable interest in this, and yet nothing at all has happened. I do understand that there are a lot of feature requests and that not all of them can be actioned, but this really is a critical feature for Hubdoc/Xero Projects users as it is an immense waste of time to have to go back into Xero bills to allocate each transaction to Projects. Could we please have some response if this feature will be rolled out at some stage? Thanks!

With the finish of workflowmax as project management tool next year, we are starting to roll our Xero projects as an alternative and being able to have accounting/ admin staff allocate project expenses to a project at the time they are coding in hubdoc is critical. Having to go back into Xero to do it there makes the whole hubdoc function questionable. It should be easy enough to inport this ability into hubdoc, its able to see our chart of accounts, our tracking categories etc but WHY NOT PROJECTS?

definately - i dont like projects for this reason and actually thinbking of cancelling the extra payment for this as its too clunky and not streamline

We have approx. 175 projects running at any time and need the ability for costs/bills input via Hubdoc to be allocated to a project for sales invoicing purposes. This includes the ability to assign different lines on the same bill to different projects, not just one invoice to one project.

Without this function we're going to have to abandon using Hubdoc for posting many of our bills. I looked at the possibility of once a bill has been posted via Hubdoc of duplicating it in Xero and then crediting the original entry. Whilst this works in terms of being able to allocate the cost to the project, when duplicating a bill the attachments relating to the bill aren't duplicated and therefore have to be uploaded again manually.

Whichever way around, very time consuming.

THE ABILITY TO ASSIGN COSTS TO PROJECTS FROM HUBDOC IS ESSENTIAL.

I have businesses that I am working with to increase their productivity and withour this it is actually reducing their productivity.

This is an urgent upgrade.

Clients moving away from hubdoc due to not being able to allocate bills to projects when they upload to the app

I have to agree with Graeme here. I am currently looking at other options for most of our systems including XPM. This is just an assumption but I am feeling we are too small an audience in New Zealand to focus on now that Xero is global?