Explore Hubdoc : Xero

Hubdoc automates data entry and document collection, and streamlines bookkeeping workflows. Your accountant or bookkeeper can set up Hubdoc in Xero for you. This will help them spend less time Bakery Accounting on manual data extraction and reduce the chance of errors. If you haven’t yet given your client access to the Hubdoc organisation, follow these steps. If you haven’t yet given your client access to the Hubdoc organization, follow these steps.

Choosing clients

If you can help them visualise the difference Hubdoc will make to the way they work, they’ll be more likely to get on board. Access to a client’s organization means they can edit the client’s profile as well as manage and bookkeeping publish their documents to Xero or other platforms. Your clients will have to play a part in their bookkeeping by sending in their source documents. 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. If you can help them visualize the difference Hubdoc will make to the way they work, they’ll be more likely to get on board.

Step 3: Review and Edit Receipt Details

Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data. If you need help, you can contact the team at Xero Central or watch a quick video explainer. Access to a client’s organisation means they can edit the client’s profile as well as manage and publish their documents to Xero or other platforms.

Step 2: Upload Purchase Receipts to Hubdoc

Hubdoc transactions are automatically matched to the corresponding transaction in the bank feed, ready for one-click reconciliation and allowing for audit proofed books. Hubdoc’s automatic data capture gives you fast records of your bills and receipts in Xero. Just snap a pic, upload the file to Hubdoc, then see the financial data in your Xero accounting software. Then securely store, organise, and access it in one place. When you use Hubdoc and Xero together, it’s easy to get your bills and receipts into Xero, automate data entry and simplify the process for matching transactions with your bank feed. The result is a better handle on your financials, and gives your advisor the information they need to offer insightful business advice.

All the while, you’re automating some of the manual processes that are traditionally time consuming. Go paperless with Hubdoc—store bills and receipts securely in the cloud, so you never lose or damage records. Hubdoc organizes your documents automatically for easy access, and with automatic backups, you’ll have peace of mind knowing your financial records are safe and always available. Hubdoc allows you to upload bills and receipts using your mobile, drag and drop from your desktop, send via email or scanner. Once uploaded hubdoc to Hubdoc, the key data is extracted before the transaction is published to Xero, with the original document attached.

• They can’t look at any documents or add connections within the practice’s own Hubdoc organisation.
• Hubdoc automates your clients’ document collection and extracts key data out of those documents so you can work much more efficiently.
• They’ll be able to help you understand the value of using Hubdoc with Xero, and how it helps your business.
• The staff member will receive an email prompting them to set up their Hubdoc user account.

Before you know it, you’ll start saving time by having Hubdoc as part of your day-to-day bookkeeping toolkit. Download the Hubdoc mobile app and get up and running by signing in with your Xero login. There’s no cost to add staff to your practice’s Hubdoc organisation. Once they have access to the practice, you can grant them access to each client’s organisation. There’s no cost to add staff to your practice’s Hubdoc organization.

Capture data from bills and receipts with Hubdoc

Once the client’s Hubdoc organisation is created, it’s automatically connected to their Xero organisation. Once the client’s Hubdoc organization is created, it’s automatically connected to their Xero organization. For clients on a Xero Cashbook or Xero Ledger pricing plan, you’ll need to enter credit card details since Hubdoc is not included in those plans and will be billed separately. We recommend trying out Hubdoc within your own company first to understand what your clients need to know.

• Use the mobile app to scan documents to upload into Hubdoc.
• Hubdoc transactions are automatically matched to the corresponding transaction in the bank feed, ready for one-click reconciliation and allowing for audit proofed books.
• Next time you log into Xero, you’ll find Hubdoc in the drop-down menu.
• Once you see what it can do, you too can explain its value to your clients, and show how Hubdoc can save you both time while giving you a more accurate view of a client’s financials.

Reconcile transactions in the Xero bank feed

As part of your onboarding discussions with clients, there are some important things to talk about in regards to uploading documents into Hubdoc. Easy-to-use accounting software, designed for your small business. First, a user-friendly interface so you’re quickly up and running with the technology and use it every day. Second, the ability to send and receive online payments. And third, the option to customise your invoices to suit your business’s needs and branding. Hubdoc automatically extracts data from documents and then creates the transactions in Xero for you.

Follow these steps to set up your Hubdoc practice organisation. 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. Follow these steps to set up your Hubdoc practice organization.