Manage your receipts and bills with Hubdoc and Xero
Managing receipts can be a real hassle, but Hubdoc makes it super easy. 😎 With Hubdoc, you can improve the process of organising and storing your receipts, invoices, and other documents, so you can focus on what really matters. ✨ We have included a Step by Step Guide below to make the process easy.🎉
Video on how you manage your receipts and bills with Hubdoc and Xero:
Check out this 2 minute video that walks you through how Hubdoc works and shows you how to submit receipts and invoices. ✨
Step By Step Guide:
👉Creating Hubdoc account
Opening a Hubdoc account is a breeze! Just follow these simple steps to get set up and running:
Log in to your Xero account.
Click on your Xero file name at the top left of your screen and select Hubdoc from the drop-down menu.
Agree to the Hubdoc Terms of Use, Privacy Policy, and Ownership Terms, then click Set up Hubdoc.
Click I’m new to Hubdoc, then click Small business.
Choose the Xero organisation you want to connect and click Allow access.
Click Allow access to enable single sign on (SSO) and activate your organisation.
Now your Xero and Hubdoc accounts are connected! 🎉 You can easily publish documents from Hubdoc and automatically create transactions in Xero. Plus, with SSO enabled, you can log in to Hubdoc directly from Xero by clicking Sign in with Xero. 😎
👉Adding Balance Tax to Your Hubdoc Account
Once your Hubdoc account is up and running, you need to share access with us. Here’s how to do it:
Click on the cog icon in the top right of your screen.
Go to the Users tab.
Click Invite a User.
Add the email address [email protected] and update the access level to Accountant/ Bookkeeper and then press Send Invite.
That’s it! You've now shared access with us, and we can start helping you manage your documents. By following these steps, you'll be on your way to a more organised and stress-free way of handling your receipts. Happy organising! 😍