Settings and activity
3 results found
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223 votes
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Robert Hodges
commented
Hubdoc already connects to a catagory and a customer adding a project would seem to be a very simple process. One of the reasons I opted for Xero over competitors was it was supposed to take a purchase from walking out the door to the finish line, it almost does that, but 90% of a bridge doesn't go very far. The difference between making this happen easily, and making it more difficult is huge. Not enough attention paid to this sort of thing by team Xero, except when they are trying to make it difficult to mail payments by check -- yes that is intentional, because they are getting kickbacks from Bill.com and its successors.
Robert Hodges
supported this idea
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102 votes
An error occurred while saving the comment Robert Hodges
commented
Folks we need to follow the money here -- Xero isn't doing this, because someone on the back end is paying them not to do it. That's how they work. Look at how difficult they make it to write checks and mail them.
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14 votes
An error occurred while saving the comment 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?
Robert Hodges
supported this idea
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I share that sentiment and a lot more. I have spent months of valuable time, and cancelled a trip to France 3 times literally, to get this software up and running, and even so, I am still running into issues that are literally nonsense. The use of the nomenclature "spend money" as opposed to "purchases" as if that is somehow normal, would be funny except for the pitfalls it creates, the effective inability to cut checks, is part of a scheme to get kickbacks from Bill.com, oh I forget they are the ex now, wouldn't pay enough I suppose, is a huge concern. What else will they try to monetize at my expense. And all these worthless training videos that are shallow and 90% marketing, rather than a serious onboarding operation that I would gladly have paid for. I know all this now! The projects is just another one of these things -- that they seem totally unwilling to address and its huge.