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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
Explore Hubdoc - Xero Hubdoc, Xero’s data capture tool, helps automate bookkeeping tasks and free up time to focus on adding value to your clients In this video, we take a tour of Hubdoc and its features so that you can identify opportunities to reduce the time spent on inputting invoices and bills into Xero
Hubdoc : Xero Hubdoc All Topics Learn how to upload documents to Hubdoc to capture key information and automatically create transactions in Xero
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 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
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
Connect or disconnect Hubdoc and Xero Connect your existing Hubdoc organisation to your Xero organisation, and set your default tax rates Disconnect Hubdoc and Xero if you've connected the wrong organisations, or your Xero login credentials have changed