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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James fraser
commented
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? -
Tiare Teepa
commented
YES PLEASE!!!!
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Caroline Gratzer
commented
This is a much needed function in Hubdoc!
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Sarah Kenyon
commented
This would be super useful for my clients!
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Tim Howell
commented
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
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Sue Stringer
commented
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.
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Kate Griffiths
commented
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.
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Sue Stringer
commented
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.
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Aleksandra Kwiatkowska
commented
We have lots of projects under one customer and it makes it difficult to not being able to choose from projects instead of customers