Once the client’s Hubdoc organisation is created, it’s automatically connected to their Xero organisation. Once the client’s Hubdoc organization is created, it’s automatically connected to their Xero organization. For clients on a Xero Cashbook or Xero Ledger pricing plan, you’ll need to enter credit card details since Hubdoc is not included in those plans and will be billed separately. We recommend trying out Hubdoc within your own company first to understand what your clients need to know.
Store your documents online with Hubdoc
Follow these steps to set up your Hubdoc practice organisation. We suggest that Xero partners who have never used Hubdoc before set up a free practice Hubdoc organization, then create organizations for each client. This way you can test out Hubdoc and familiarize yourself with the features before adding clients. Follow these steps to set up your Hubdoc practice organization.
eInvoicing in the UK: A transformative opportunity for businesses and the economy
As part of your onboarding discussions with clients, there are hubdoc some important things to talk about in regards to uploading documents into Hubdoc. Easy-to-use accounting software, designed for your small business. First, a user-friendly interface so you’re quickly up and running with the technology and use it every day. Second, the ability to send and receive online payments. And third, the option to customise your invoices to suit your business’s needs and branding. Hubdoc automatically extracts data from documents and then creates the transactions in Xero for you.
- Before you know it, you’ll start saving time by having Hubdoc as part of your day-to-day bookkeeping toolkit.
- If you haven’t yet given your client access to the Hubdoc organisation, follow these steps.
- Just think how much time you’d save if you can regularly find a record within a few seconds.
- Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data.
- Send this link to your clients to provide a brief overview of Hubdoc’s benefits.
Making a plan to onboard your clients
- Hubdoc automates your clients’ document collection and extracts key data out of those documents so you can work much more efficiently.
- The staff member will receive an email prompting them to set up their Hubdoc user account.
- They’ll be able to help you understand the value of using Hubdoc with Xero, and how it helps your business.
- And third, the option to customise your invoices to suit your business’s needs and branding.
- Choose from user roles like upload only, standard, or accountant/bookkeeper.
- They can’t look at any documents or add connections within the practice’s own Hubdoc organisation.
Before you know it, you’ll start saving time by having Hubdoc as part of your day-to-day bookkeeping toolkit. Download the Hubdoc mobile app and get up and running by signing in with your Xero login. There’s no cost to add staff to your practice’s Hubdoc organisation. Once they have access to the practice, you can grant them access to each client’s organisation. There’s no cost to add staff QuickBooks to your practice’s Hubdoc organization.
Advisors get a free Hubdoc Partner account for their practice
If you can help them visualise the difference Hubdoc will make to the way they work, they’ll be more likely to get on board. Access to a client’s organization means they can edit the client’s profile as well as manage and publish their documents to Xero or other platforms. Your clients will have to play a part in their bookkeeping by sending in their source documents. Work with them to establish when and how often they should take photos of receipts, scan in documents, or forward digital bills by email. Check in https://www.bookstime.com/articles/accounts-receivable-automation to help them get into the habit of doing these things. If you can help them visualize the difference Hubdoc will make to the way they work, they’ll be more likely to get on board.
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