{"id":4363,"date":"2022-07-07T15:03:40","date_gmt":"2022-07-07T15:03:40","guid":{"rendered":"https:\/\/ameliacoffee.com\/?p=4363"},"modified":"2025-04-16T19:58:40","modified_gmt":"2025-04-16T19:58:40","slug":"hubdoc-simplify-your-document-management","status":"publish","type":"post","link":"https:\/\/ameliacoffee.com\/index.php\/2022\/07\/07\/hubdoc-simplify-your-document-management\/","title":{"rendered":"Hubdoc: Simplify Your Document Management"},"content":{"rendered":"<p><img decoding=\"async\" class='wp-post-image' style='display: block;margin-left:auto;margin-right:auto;' src=\"https:\/\/www.bookstime.com\/wp-content\/uploads\/2020\/04\/Screenshot_4-1-300x225.png\" width=\"255px\" alt=\"how to use hubdoc\"\/><\/p>\n<p>Before using Hubdoc, it\u2019s helpful to understand the automation that happens when you use Xero and Hubdoc together \u2013 and how it\u2019ll win you back time in your day. You\u2019ll 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.<\/p>\n<p><img decoding=\"async\" class='aligncenter' style='display: block;margin-left:auto;margin-right:auto;' src=\"https:\/\/www.bookstime.com\/wp-content\/uploads\/2021\/10\/0f24ac3a-a2c3-4386-a93f-cc342f893a06-300x200.jpg\" width=\"253px\" alt=\"how to use hubdoc\"\/><\/p>\n<h2>Hubdoc help for Xero users<\/h2>\n<ul>\n<li>Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry.<\/li>\n<li>All pricing plans cover the accounting essentials, with room to grow.<\/li>\n<li>Hubdoc\u2019s software provides a slick way to store and organise financial records.<\/li>\n<li>Once they have access to the practice, you can grant them access to each client\u2019s organization.<\/li>\n<li>Hubdoc automatically extracts data from documents and then creates the transactions in Xero for you.<\/li>\n<\/ul>\n<p>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\u2019s 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 <a href=\"https:\/\/www.bookstime.com\/articles\/hubdoc\">hubdoc<\/a> supplier name, transaction amount, invoice number, and due date from your financial documents.<\/p>\n<ul>\n<li>Thousands of advisors have already implemented Hubdoc as part of their standard cloud accounting solution.<\/li>\n<li>By carefully managing your documents, you\u2019ll also improve your security \u2013 with fewer documents getting lost or damaged \u2013 and file your tax returns more easily.<\/li>\n<li>Here are some of the ways Hubdoc will benefit your small business clients and what you can tell them.<\/li>\n<li>As part of your onboarding discussions with clients, there are some important things to talk about in regards to uploading documents into Hubdoc.<\/li>\n<li>Plus, there\u2019s no need to keep any paper receipts or bills around anymore.<\/li>\n<li>We recommend trying out Hubdoc within your own company first to understand what your clients need to know.<\/li>\n<\/ul>\n<h2>Consent Management<\/h2>\n<p>Once they have access to the practice, you can grant them access to each client\u2019s organization. How you store and organise your documents affects the efficiency of your business operations. Just think how much time you\u2019d save if you can regularly find a record within a few seconds. By carefully managing your documents, you\u2019ll also improve  your security \u2013 with fewer documents getting lost or damaged \u2013 and file your tax returns more easily. We suggest that Xero partners who have never used <a href=\"https:\/\/en.wikipedia.org\/wiki\/Retained_earnings\">retained earnings<\/a> 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.<\/p>\n<div style='text-align:center'><iframe width='565' height='312' src='https:\/\/www.youtube.com\/embed\/GTpAXz4Ov9E' frameborder='0' alt='how to use hubdoc' allowfullscreen><\/iframe><\/div>\n<h2>Setting up your client&#8217;s Hubdoc organisation<\/h2>\n<p><img decoding=\"async\" class='aligncenter' style='display: block;margin-left:auto;margin-right:auto;' src=\"https:\/\/www.bookstime.com\/wp-content\/uploads\/2020\/11\/image-qlw0dQSI67oCapHG-300x173.png\" width=\"258px\" alt=\"how to use hubdoc\"\/><\/p>\n<p>Choose from user roles like upload only, standard, or accountant\/bookkeeper. Hubdoc\u2019s 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.<\/p>\n<p><img decoding=\"async\" class='aligncenter' style='display: block;margin-left:auto;margin-right:auto;' src=\"https:\/\/www.bookstime.com\/wp-content\/uploads\/2021\/08\/a06344bc0f.jpg\" width=\"255px\" alt=\"how to use hubdoc\"\/><\/p>\n<p>If  you intend to add all of your clients to Hubdoc, it\u2019s best to do it <a href=\"https:\/\/www.pinterest.com\/pin\/1129770256526833714\/\">Bakery Accounting<\/a> 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.<\/p>\n<p><img decoding=\"async\" class='aligncenter' style='display: block;margin-left:auto;margin-right:auto;' src=\"https:\/\/www.bookstime.com\/wp-content\/uploads\/2022\/02\/multi-step-income-statement-example-and-how-to-create-1_2-1-scaled-1-300x200.jpeg\" width=\"252px\" alt=\"how to use hubdoc\"\/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Before using Hubdoc, it\u2019s helpful to understand the automation that happens when you use Xero and Hubdoc together \u2013 and how it\u2019ll win you back time in your day. You\u2019ll 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&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[222],"tags":[],"class_list":["post-4363","post","type-post","status-publish","format-standard","hentry","category-bookkeeping","category-222","description-off"],"_links":{"self":[{"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/posts\/4363"}],"collection":[{"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/comments?post=4363"}],"version-history":[{"count":1,"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/posts\/4363\/revisions"}],"predecessor-version":[{"id":4364,"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/posts\/4363\/revisions\/4364"}],"wp:attachment":[{"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/media?parent=4363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/categories?post=4363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ameliacoffee.com\/index.php\/wp-json\/wp\/v2\/tags?post=4363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}