What is Hubdoc?
Hubdoc enables you to easily enter your purchase invoices into Xero, taking away the usual manual task.
How does Hubdoc work?
You simply enter these invoices into Hubdoc by either ‘drag and drop’, uploading from your desktop, emailing into your unique Hubdoc email address or by using the phone app.
There is also the facility for Hubdoc to ‘fetch’ invoices from hundreds of online suppliers. You simply connect to the supplier within Hubdoc and once connected the invoices will automatically be updated to Hubdoc. Vodafone, BT, EE, Travis Perkins, Booker and Screwfix are just a few of the suppliers set up within this facility. Take a look at the hundreds of suppliers that are available.
Once the invoices are entered into Hubdoc an initial set up is required on each supplier, giving you to option to configure the destination details of the invoice to Xero. By completing this initial set up all future invoices are coded and ready for you to simply export to Xero as a draft or approved invoice, depending on how you configured the set up, with a copy of the actual invoice attached.
There is also the option to ‘auto sync’, which if you have configured and also ticked to ‘auto sync’, the invoices once entered into Hubdoc will be coded and then automatically pushed through to Xero as a draft or approved invoice ready to be matched to the payment in Xero.
How can I access Hubdoc?
To access Hubdoc from the dashboard, go to the drop down menu under your company name and you will see it there. You can select to use the same password details as Xero for simplicity. If you have your subscription invoiced though us, please email me and I will send out an invite for you.
There is plenty of online assistance, including a short video under Hubdoc.com.
If you need any help with the above or require any further information, please get in touch with the Plus Advisory team.
Contact me on 01273 701200 or email firstname.lastname@example.org