This is one of many updates you’ll see over the coming months, to create a more seamless experience. Send this link to your clients to provide a brief overview of Hubdoc’s benefits. Hubdoc can help reduce much of the back-and-forth that goes on to collect documents from your clients.
Hubdoc help for Xero users
It warns you AFTER it’s been sent to Xero, then doesn’t let you correct it because of the status – you have to download the attachment and start all over again. Xero Central gives you nuts and bolts information on Xero’s document management software. Your accountant or bookkeeper can set up Hubdoc in Xero for you.
Making a plan to onboard your clients
- That means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organisation.
- With Hubdoc, you can capture bills and receipts using any device including your mobile, email or scanner.
- If you’re looking for more information or assistance, check out the support articles on Xero Central.
- They can’t look at any documents or add connections within the practice’s own Hubdoc organization.
Follow these steps to set up your Hubdoc practice organization. With Hubdoc, you can capture hubdoc bills and receipts using any device including your mobile, email or scanner. Once uploaded, the key information is automatically extracted and ready to publish to Xero with the original bill or receipt attached.
Partner guide to using Hubdoc
- Check in to help them get into the habit of doing these things.
- Access Xero features for 30 days, then decide which plan best suits your business.
- Hubdoc is included in Xero Starter, Standard and Premium plans (Xero Early, Growing and Established in the US).
- Just snap a pic, upload the file to Hubdoc, then see the financial data in your Xero accounting software.
- This will help them spend less time on manual data extraction and reduce the chance of errors.
That means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organisation. You’ll also earn 1 point when you connect a Insurance Accounting client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero. Bills and receipts show up in Xero as accurately categorised transactions that are ready to match with your bank feed for an up-to-date view of your financials. All of your personal information, including email address, name, and IP address will be deleted from this site. Any feedback you have provided that others have supported will be attributed to “Anonymous”.
- We don’t have any plans for this but if any are made I’ll let you know, there.
- You can easily navigate from Hubdoc to view the bill in Xero and pay it there and then.
- Hubdoc automatically extracts data from documents and then creates the transactions in Xero for you.
- This way you can test out Hubdoc and familiarize yourself with the features before adding clients.
- If you need help, you can contact the team at Xero Central or watch a quick video explainer.
- You can then grant them access to your practice’s Hubdoc clients.
Work with them to establish when and how often they should take photos of receipts, scan in documents, or forward digital bills by email. Check in to help them get into the habit of doing these things. For clients on Xero Cashbook or Xero Ledger, Hubdoc is still available at retail price and easy to set up from within Xero. As a Xero partner, you get access to a free Hubdoc account for your practice. All your bills and receipts are securely stored in the cloud; searchable and easy to QuickBooks access from anywhere in the world.
Sync bank transactions automatically
Hubdoc automates data entry and document collection, and streamlines bookkeeping workflows. We suggest that Xero partners who have never used Hubdoc before set up a free practice Hubdoc organization, then create organizations for each client. This way you can test out Hubdoc and familiarize yourself with the features before adding clients.
