- About Hubdoc – Xero Central
How Hubdoc works Hubdoc is a data capture tool which extracts key data from documents, then creates transactions in Xero You can: Email bills and receipts straight into your Hubdoc organisation Use the mobile app to upload a photo As soon as Hubdoc receives a document, it extracts data such as contact, date and amount When you publish the document, Xero creates the invoice, bill, credit note
- Log in to Hubdoc – Xero Central
How to log in to your Hubdoc organisation from Xero, or from the Hubdoc mobile app
- About getting documents into Hubdoc – Xero Central
Understand how to get documents into Hubdoc and add notes to existing or emailed documents
- Upload or email documents into Hubdoc – Xero Central
Manually upload documents using the web or mobile apps, or email them directly to your Hubdoc organisation’s unique email address
- Add or remove a user in Hubdoc – Xero Central
Assign permissions to a new user in your Hubdoc organisation Change the role or permissions of an existing user, or remove their access completely
- About user permissions in Hubdoc – Xero Central
User roles in Hubdoc allow staff to help with processes such as uploading receipts while also restricting their access to sensitive data and other features Set separate roles for each user that has access to your Hubdoc organisation For example, employees who only need to submit documents, auditors who only need to view documents, and advisors who need to code and publish documents to the
- How much is the Hubdoc subscription? – Xero Central
Hi, we have a monthly subscription plan for Xero, the Ultimate 100 Price Plan Is that a Business Edition subscription or a Partner Edition subscription? From my understanding, it is a Business Edition subscription Is that correct? If so, we don’t need to pay anything for Hubdoc, either to Xero or to Hubdoc, right?
- About data extraction in Hubdoc – Xero Central
Hubdoc also extracts any invoice number or due date showing on the document The extracted data shows in the data toolbar, to the right of the document Hubdoc creates a folder based on the supplier's name to store the document, or adds it to an existing folder for that supplier Hubdoc doesn't automatically extract line item data from a document
|