Thoughts on Hubdoc
In QBO, for example, like ReceiptBank, they will arrive in the Bank Feed as a Match, with a copy of the receipt attached to the transaction. Hubdoc allows you to upload bills and receipts using your mobile, drag and drop from your desktop, send via email or scanner. Once uploaded to Hubdoc, the key data is extracted before the transaction is published to Xero, with the original document attached. Transactions are matched what is hubdoc with bank feed transactions in Xero, providing an accurate view of how your business is doing. When you use Hubdoc and Xero together, it’s easy to get your bills and receipts into Xero, automate data entry and simplify the process for matching transactions with your bank feed. The result is a better handle on your financials, and gives your advisor the information they need to offer insightful business advice.
It is a good idea to periodically remind clients how much time Hubdoc saves, and how it is building a digital archive of their business documents. Yes, there is a Download option displayed when viewing each document. I did not find an option to select multiple documents to download at once, although it may exist. For many financial institutions, Hubdoc downloads the .CSV of the monthly transactions, which is invaluable for batch data entry. Since Hubdoc automatically extracts information from your receipts, invoices and bills, you no longer have to enter data manually. Instead, you can focus on other things in your business.
Has it allowed you to get rid of the files in your office? When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures. They’ll be able to help you understand the value of using Hubdoc with Xero, and how it helps your business. We also have a bunch of courses on Xero Central to https://www.bookstime.com/ help you learn how to put Hubdoc into practice in your day-to-day work, and how to automate some of the processes. Don’t fret – once you create your Hubdoc account, you’ll find useful tips and tricks on how to get the most out of using Hubdoc. Mi Solutions has it’s finger on the pulse and is well placed to help you bring your business up to speed and into the cloud.
All client documents are searchable and easy to access from anywhere in the world. Hubdoc allows you to import all of your financial documents and export them into data that you can use. Hubdoc makes it easy to capture your financial documents. You can snap photos from your mobile phone, email, scan, or upload documents to Hubdoc.
Just go to All Documents and click the down arrow to the right of the folder. Select Download All Files and a zip file will be downloaded to your desktop with all the files in that Hubdoc account.