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.
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.