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. We also have a bunch of courses on Xero Central to help you learn how to put Hubdoc into practice in your day-to-day work, and how to automate some of the processes.
Hubdoc help for Xero users
- Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry.
- All pricing plans cover the accounting essentials, with room to grow.
- Hubdoc’s software provides a slick way to store and organise financial records.
- Once they have access to the practice, you can grant them access to each client’s organization.
- Hubdoc automatically extracts data from documents and then creates the transactions in Xero for you.
Transactions are matched with bank feed transactions in Xero, providing an accurate view of how your business is doing. All of the bills and receipts processed through Hubdoc are securely stored in the cloud. This makes it easy for you and your accountant or bookkeeper to get a hold of them when needed. Plus, there’s no need to keep any paper receipts or bills around anymore. Gone are the days of data entry and worrying about errors. Hubdoc extracts key details like hubdoc supplier name, transaction amount, invoice number, and due date from your financial documents.
- Thousands of advisors have already implemented Hubdoc as part of their standard cloud accounting solution.
- By carefully managing your documents, you’ll also improve your security – with fewer documents getting lost or damaged – and file your tax returns more easily.
- Here are some of the ways Hubdoc will benefit your small business clients and what you can tell them.
- As part of your onboarding discussions with clients, there are some important things to talk about in regards to uploading documents into Hubdoc.
- Plus, there’s no need to keep any paper receipts or bills around anymore.
- We recommend trying out Hubdoc within your own company first to understand what your clients need to know.
Consent Management
Once they have access to the practice, you can grant them access to each client’s organization. How you store and organise your documents affects the efficiency of your business operations. Just think how much time you’d save if you can regularly find a record within a few seconds. By carefully managing your documents, you’ll also improve your security – with fewer documents getting lost or damaged – and file your tax returns more easily. We suggest that Xero partners who have never used retained earnings Hubdoc before set up a free practice Hubdoc organisation, then create organisations for each client. This way you can test out Hubdoc and familiarise yourself with the features before adding clients.
Setting up your client’s Hubdoc organisation
Choose from user roles like upload only, standard, or accountant/bookkeeper. Hubdoc’s software provides a slick way to store and organise financial records. Capture bills, sync bank details, and store docs online. Manually typing documents into a spreadsheet or software is monotonous and time-consuming.
If you intend to add all of your clients to Hubdoc, it’s best to do it Bakery Accounting over time in stages. For clients on Xero Cashbook or Xero Ledger, Hubdoc is still available at retail price and easy to set up from within Xero. As a Xero partner, you get access to a free Hubdoc account for your practice. All pricing plans cover the accounting essentials, with room to grow.
