Hubdoc Basics for Business

Learn how to connect Hubdoc to Xero by creating a Hubdoc organization and granting Xero access for single sign-on. Hubdoc automatically creates the integration with Xero for easy future logins.

Explore hubdoc's features to streamline document processing, view processed, reviewed, or failed items, organize with folders and tags, edit invoice data, apply integrations, and search by dates, amounts, or suppliers.

Learn how to add a supplier account in Hubdoc, manage automated connections, and import financial documents from Stripe, noting standard fetch connections are off in NZ, Australia, and the UK.

Master two-factor authentication and personal verification questions in Hubdoc, use a trusted device to receive codes, enter them, fix prompts, and import documents seamlessly.

Customize your Hubdoc connection by adjusting supplier settings, enabling autopay and auto archive for automated accounts, and setting email alerts for new documents or due dates; remember to save changes.

Hide personal accounts from automatic fetch in Hubdoc, ensuring only business accounts import documents. Update supplier credentials, fix connection errors with the prompts, and report unresolved issues to support.

Hubdoc uses machine learning and quality assurance to extract supplier name, date, total amount, invoice number, due date, and tax amount when available, with review and publish to Xero.

Hubdoc retrieves contacts, tax codes, chart of accounts and bank accounts from the Xero organization to code transactions, and supports post types—purchase, spend money, expense claims, invoice, and credit note.

Configure and publish supplier documents in Hubdoc by enabling autosync, selecting or creating contacts, choosing account codes and tracking, then publish as billable expenses and archive.

Learn to manually upload documents and receipts when a supplier lacks an online portal or Xero connection, using standard or multi-page pdf uploads and drag-and-drop, then review for publishing.

Upload receipts with the Hubdoc mobile app to sync to Hubdoc, stay organized, and reduce paper; capture via camera or gallery, then tag, rename, or move documents.

Learn to merge suppliers in Hubdoc to consolidate duplicate folders from multiple locations or services, select the supplier to keep, merge documents into primary folder, and save the configurations.

Organise documents by managing and arranging folders, using tags and notes to group items, and rename or move folders for a tidy, scalable structure; Hubdoc auto-creates supplier folders and subfolders.

Tag and organize documents by grouping items across suppliers, categorize expenses, codes, jobs, and locations, then create or select tags to assign to documents and view them above the preview.

Add notes to Hubdoc documents from the dashboard or via forwarding emails to your unique Hubdoc address, and save; type #note at start and end for auto-attachment.

Close a Hubdoc account by downloading all documents, pushing files to Google Drive, then delete the organization by entering the organization name and confirming the delete.

Finish hubdoc basics for business with confidence. Explore Xero and other apps, view more courses, like the Facebook page, subscribe to the YouTube channel, and read the NZ tax blog.