Hubdoc is a data capture tool which extracts key data from documents, then creates transactions in Xero. You can:
As soon as Hubdoc receives a document, it extracts the key data such as contact, date, and amount. When you publish the document, Xero creates the invoice, bill, credit note, or spend money transaction with a copy of the document attached.
You can set up Hubdoc to automate every step, so all you need to do is reconcile the transaction against your bank statement line in Xero. This is particularly useful if you get regular bills from the same supplier.
Hubdoc also stores documents, so you don't need to keep paper copies of bills and receipts. You can organise the documents in Hubdoc using tags and folders or send them to another cloud storage system your business might use, such as BILL or Dropbox.
Like Xero, you can invite the team at Diprose Miller into your Hubdoc organisation, so that we can support you at any time if needed.
Using Hubdoc and Xero together
If your Xero organisation is on a business edition pricing plan, Hubdoc is included in your Xero subscription. If your Xero organisation is on a partner edition pricing plan, you can still connect it to Hubdoc, but Hubdoc isn’t included in Xero so you're billed separately by Hubdoc.
Hubdoc and Xero connect on a one-to-one basis, so if you have multiple Hubdoc organisations, you need to connect each one to a separate Xero organisation.
Within Xero you can create a new Hubdoc organisation, or connect your existing one.
Hubdoc offers a trial of 30 days, if you are interested in signing up, contact us and we can start the ball rolling for you.
MORRINSVILLE
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Morrinsville 3340
07 280 5519
THAMES
723 Pollen Street,
Thames 3500
PO Box 428,
Thames 3500
07 869 0507
TE AROHA
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Te Aroha 3320
PO Box 290,
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07 884 8055
THAMES
723 Pollen Street,
Thames 3500
PO Box 428,
Thames 3500
07 869 0507