Hubdoc - Default to REVIEW for Docs
Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.
Dipak Shah
shared this idea
-
Robert Hodges
commented
I cannot find it now, but I seem to recall Hubdoc used to say docs could be saved to draft, and review. It seems to have gotten the Soviet encyclopedia treatment. For a small biz this can be huge. Typical scenario. Our three managers don't have time to enter receipts, we hire a part time person to enter and categorize reciepts and invoices, we train them, but on one level or another its a learn as you go process, and not all data entry folk are created equal. Long and short of it, the data entry drone needs to enter the data, save it to draft, and let the principals review it. I am on a two week personal retreat to make this software actually work. What I discovered yesterday, is that I cannot save my edits to draft, so a drone could not either, and of course if you cannot save there is nothing to review. In short, I cannot hire an entry level, or even retired person, to enter these things, and then review them. THIS IS A HUGE SHORTFALL, I HAVE TO DO IT ALL MYSELF TO TRUST IT, how does that save me time?
-
Naomi Dunne
commented
We are starting to utilise the Xero email function to push PDF attachments through to files, to then either raise a bill or spend money.
For ease could it be possible to show the number of documents that need attention ie. Files (8) when we drop down on the client name?