Hubdoc, Xero’s data capture tool, hubdoc helps automate bookkeeping tasks and free up time to focus on adding value to your clients. 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. 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. Thousands of advisors have already implemented Hubdoc as part of their standard cloud accounting solution.
Capture data from bills and receipts
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. Hubdoc is a Xero solution, so setting up your Hubdoc account is easy from within Xero. Next time you log into Xero, you’ll find Hubdoc in the drop-down menu.
- Easy-to-use accounting software, designed for your small business.
- Hubdoc can help reduce much of the back-and-forth that goes on to collect documents from your clients.
- This course is for clients who will be using Hubdoc for their bookkeeping.
- Hubdoc extracts key details like supplier name, transaction amount, invoice number, and due date from your financial documents.
- Bridget strives to help customers ditch their printers, save trees, and be successful on Hubdoc.
Hubdoc help for Xero users
It then creates draft transactions in Xero, where you can review and edit them as needed. 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. 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. As soon as you’ve added a staff member to your practice’s Hubdoc organisation, you can give them access to client organisations. The staff member will receive an email What is bookkeeping prompting them to set up their Hubdoc user account.
Adopting Hubdoc across your practice
Here are some of the ways Hubdoc will benefit your small business clients and what you can tell them. Not every discussion will be the same – even if you’ve defined your ideal client, you’ll always be dealing with varying levels of tech-savviness and comfort with change. These resources have the tips and materials you need to get clients up and running on Hubdoc and Xero. 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.
Bridget strives to help customers ditch their printers, save trees, and be successful on Hubdoc. Prior to joining Hubdoc, she spent two years working at non-profit organizations in Oregon and Alaska. They’ll be able to help you understand the value of using Hubdoc with Xero, and how it helps your business.
Popular features
Don’t fret – once you create your Hubdoc account, you’ll find useful tips and tricks on how to get the most out of using Hubdoc. Xero Central gives Bakery Accounting you nuts and bolts information on Xero’s document management software. Send this link to your clients to provide a brief overview of Hubdoc’s benefits. 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.
You can then grant them access to your practice’s Hubdoc clients. They can’t look at any documents or add connections within the practice’s own Hubdoc organisation. As soon as you’ve added a staff member to your practice’s Hubdoc organization, you can give them access to client organizations. They can’t look at any documents or add connections within the practice’s own Hubdoc organization. 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. Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry. With Hubdoc, these tasks are automated, so you and your clients get that time back plus the accurate data you need to make better decisions.