Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc account. Hubdoc automatically pulls bills, receipts and statements into one secure hub. Xero Central gives you nuts and bolts information on Xero’s document management software. All pricing plans cover the accounting essentials, with room to grow. If an account with this email address exists, we will send you instructions on how to reset your password. Learn how to update your profile information, change your Hubdoc email, set up two-factor authentication, a…
Hubdoc: document management software that works
Choose from user roles like upload only, standard, or accountant/bookkeeper. Hubdoc extracts key details like supplier name, transaction amount, double declining balance depreciation method invoice number, and due date from your financial documents. It then creates draft transactions in Xero, where you can review and edit them as needed. Your accountant or bookkeeper can set up Hubdoc in Xero for you.
Owned by Xero & needs to be given some love
Once uploaded, the key information is automatically extracted and ready to publish to Xero with the original bill or receipt attached. Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero. You can then match transactions with your bank feed so – in no time at all – you have reconciled, up-to-date financial records.
Advisors get a free Hubdoc Partner account for their practice
Connecting your Hubdoc organization to the appropriate integrations allows you to sync your documents and their data to the right place in your accounting workflow. We recommend completing this process during initial account set up to prepare for a smooth workflow when you begin working with documents. Each Hubdoc organization has a unique, customizable email that is used to send documents into Hubdoc that ends in @app.hubdoc.com.
No data entry, no filing
Learn how to update your profile information, Hubdoc email, set up two-factor authentication, and more. Read our Helpdesk article for detailed instructions on how to set up 2FA for your Hubdoc account.
This will help them spend less time on manual data extraction and reduce the chance of errors. 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. Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your business. Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on.
How does Hubdoc Affect You and Your Business?
Before you start emailing documents into Hubdoc, change the email address assigned to your organization to one that’s specific and unique to your business. To make sure that emailed documents are uploaded to the correct Hubdoc organization, we add four unique characters when you change the email address. Hubdoc’s software provides a slick way to store and organise financial records. Hubdoc’s software provides a slick way to store and organize financial records. You don’t have to chase documents at the end of the month, quarter, or year. All your financial documents are securely stored and managed from one place, giving your business peace of mind.
- How you store and organise your documents affects the efficiency of your business operations.
- Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry.
- Read our Helpdesk article for detailed instructions on how to set up 2FA for your Hubdoc account.
- Hubdoc’s software provides a slick way to store and organize financial records.
Each Hubdoc organization has a unique Hubdoc email which is used for sending in hubdoc documents. You can find your Hubdoc email when you click the Upload Document window and in your Organization settings. Follow the instructions below to email a document into Hubdoc. You can find your Hubdoc email when you click the Upload Document window and in your Organization settings. Read this Xero Central article for instructions on how to email a document into Hubdoc. Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc organization.
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. Learn how to add staff members to your firm and grant access to client accounts. Hubdoc has a direct integration with Fujitsu’s ScanSnap Home, ScanSnap Cloud, and ScanSnap Manager. Scan documents using your ScanSnap device and they will be automatically uploaded into your Hubdoc account. The Hubdoc mobile app is a great tool for business owners who are adjusting entries always on the go. Simply snap a photo of a receipt using the app, and it will upload to your Hubdoc account automatically.