Hubdoc Set date to current century Share and support customer ideas for Xero

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.

How to bring clients on to Hubdoc

• Hubdoc’s automatic data capture gives you fast records of your bills and receipts in Xero.
• 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.
• This is one of many updates you’ll see over the coming months, to create a more seamless experience.
• 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.
• However, it doesn’t eliminate the need for good collaboration between you both.

All pricing plans cover the accounting essentials, with room to grow. If you can help them visualize normal balance 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.

JAX expands beta access and introduces new features to save you time and effort

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.

Identify clients who’ll benefit the most

• Any feedback you have provided that others have supported will be attributed to “Anonymous”.
• If you haven’t yet given your client access to the Hubdoc organization, follow these steps.
• All pricing plans cover the accounting essentials, with room to grow.
• Find out what you need to be before, during and after bringing clients on to Hubdoc.
• All of your personal information, including email address, name, and IP address will be deleted from this site.
• Send this link to your clients to provide a brief overview of Hubdoc’s benefits.
• You’ll also earn 1 point when you connect a client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero.

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 solution.

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. Bookkeeping for Painters Access Xero features for 30 days, then decide which plan best suits your business. Follow up with your clients to reinforce the expectations you set during onboarding. Find out what you need to be before, during and after bringing clients on to Hubdoc.

• If you intend to add all of your clients to Hubdoc, it’s best to do it over time in stages.
• Share the link so they can find out how to add, manage and publish documents in Hubdoc, upload receipts, and send them to Xero.
• Record financial documents while on the go, whether it’s the receipt for a business lunch or a bill that just landed in your email.
• As soon as you’ve added a staff member to your practice’s Hubdoc organization, you can give them access to client organizations.
• You can then match transactions with your bank feed so – in no time at all – you have reconciled, up-to-date financial records.
• 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.

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.

• 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.
• Hubdoc automates your clients’ document collection and extracts key data out of those documents so you can work much more efficiently.
• Here are some of the ways Hubdoc will benefit your small business clients and what you can tell them.
• All your bills and receipts are securely stored in the cloud; searchable and easy to access from anywhere in the world.

FAQs on document management software

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.

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 hubdoc 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.