Hubdoc Is Coming To Xero!
Getting started will be easy ...
Posted by Alison Mead on 16/03/2020 @ 8:00AM
From 18th March 2020, Hubdoc will be included for no extra charge in Xero Starter, Standard and premium plans. Hubdoc is a data capture solution that gives your business the tools to easily capture bills and receipts for your business ...
Hubdoc will be available in Xero from 18th March 2020!
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Once documents have been seamlessly uploaded to Hubdoc, the key data is extracted and synced to Xero as accurately coded transactions with the source documents attached. Hubdoc transactions are automatically matched to the corresponding transaction in the Xero bank feed, ready for one-click reconciliation.
Getting started with Hubdoc will be easy. From 18th March 2020, there will be a link to Hubdoc in your Xero organisation dropdown menu. Just sign in with your Xero login and follow the steps.
Hubdoc uses industry-leading technologies to auto-extract key data from your bills and receipts and get it accurately into Xero. Say goodbye to manual data entry!
By integrating directly into Xero, Hubdoc turns bills and receipts into accurately-coded Xero transactions, letting you do your bank reconciliation in just one click.
Every reconciled Xero transaction has a source document attached so you can verify the data and know the financials are accurate and up-to-date for easy compliance and valuable business insights.
If you need to book a handholding training session in order to get started using Hubdoc then just get in touch and we can do it face-to-face or via Zoom.
Using these 2 tools together can really help to streamline your bookkeeping.
Until next time ...
Would you like to know more?
If anything I've written in this blog post resonates with you and you'd like to discover more, it may be a great idea to give me a call on 01604 217365 and let's see how I can help you.
About Alison Mead ...
Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.
She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.
Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.
You know what they say: if you want something done well ask a busy person!
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