All pricing plans cover the accounting essentials, with Insurance Accounting room to grow. 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. Before using Hubdoc, it’s helpful to understand the automation that happens when you use Xero and Hubdoc together – and how it’ll win you back time in your day. You’ll also find important information and answers to common questions on the partner resource page. Our product teams are currently working to deepen the integration between the two products, including their look and feel.

How to bring clients on to Hubdoc

They can’t look at any documents or add connections within the practice’s own Hubdoc organization. Choose from user roles like upload only, standard, or accountant/bookkeeper. Hubdoc’s software provides a slick way to store and organize financial records. Manually typing documents into a spreadsheet or software is monotonous and time-consuming. Hubdoc, Xero’s data capture tool, helps automate bookkeeping tasks and free up time to focus on adding value to your clients.

• For our partners, it’s also part of the partner program, so you can earn points for using Hubdoc with your Xero practice organisation.
• From there, reconcile with just one click to create an up-to-date view of your books.
• Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data.
• Manually typing documents into a spreadsheet or software is monotonous and time-consuming.
• Please note that if you do not select an option, we will be required to delete your feedback profile and personal information .
• Once uploaded, the key information is automatically extracted and ready to publish to Xero with the original bill or receipt attached.

For small businesses:

• Our product teams are currently working to deepen the integration between the two products, including their look and feel.
• This course is for clients who will be using Hubdoc for their bookkeeping.
• You can easily push these docs to Xero to automate admin, preventing mistakes and freeing up your time.
• Hubdoc can help reduce much of the back-and-forth that goes on to collect documents from your clients.
• The staff member will receive an email prompting them to set up their Hubdoc user account.
• Just think how much time you’d save if you can regularly find a record within a few seconds.

We don’t have any plans for this but if any are made I’ll let you know, there. It’s best if an idea is specific to one feature request so that others know what they’re voting for and to help product better understand the interest for a feature. I’ve made sure your feedback is passed onto our product team. While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year.

Manage documents with Hubdoc

• First, a user-friendly interface so you’re quickly up and running with the technology and use it every day.
• Easy-to-use accounting software, designed for your small business.
• As part of your onboarding discussions with clients, there are some important things to talk about in regards to uploading documents into Hubdoc.
• Follow these steps to set up your Hubdoc practice organization.
• Xero Central gives you nuts and bolts information on Xero’s document management software.

This will help them spend less time on manual data extraction and reduce the chance of errors. Get in touch with your Xero account manager or raise a case in Xero Central at any point if you require assistance – we’re happy to help. Here are some of the ways Hubdoc will benefit your small business clients and what you can tell them. Access Xero features for 30 days, then decide which plan best suits your business. Follow up with your clients to reinforce the hubdoc expectations you set during onboarding. Find out what you need to be before, during and after bringing clients on to Hubdoc.

Use the mobile app to scan documents to upload into Hubdoc. You can easily push these docs to Xero to automate admin, preventing mistakes and freeing up your time. Hubdoc automates your clients’ document collection and extracts key data out of those documents so you can work much more efficiently. There are many benefits for your clients as well – here’s how to talk about them. Thousands of advisors have already implemented Hubdoc as part of their standard cloud accounting QuickBooks solution.

• While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year.
• Choose from user roles like upload only, standard, or accountant/bookkeeper.
• Before using Hubdoc, it’s helpful to understand the automation that happens when you use Xero and Hubdoc together – and how it’ll win you back time in your day.
• Your accountant or bookkeeper can set up Hubdoc in Xero for you.

Difficult to create new accounts

Please note that if you do not select an option, we will be required to delete your feedback profile and personal information . 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.

Capture data from bills and receipts

Your clients will still be responsible for uploading their paper documents to Hubdoc. This easy-reference guide offers instructions on how to upload paper to Hubdoc using the mobile app, email, scanner, or desktop. This course is for clients who will be using Hubdoc for their bookkeeping. Share the link so they can find out how to add, manage and publish documents in Hubdoc, upload receipts, and send them to Xero. Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data.