When you publish an invoice from the Hubdoc platform to Xero, ApprovalMax ensures that the document goes to the approvers. When you start your Hubdoc account, you will be given a special Hubdoc email address for this purpose. All you need to do is in the To field, enter your Hubdoc email address, attach the document and send it. HubDoc integrates with 100+ business apps via APIs and offers add-ons like Adobe Sign eSignature and HubDoc Expenses.
Similar apps
I am a huge fan of a recent feature that allows me to snap multiple pictures for multipage or bigger documents so that my bookkeeper sees the full picture together vs pieces. It’s also super easy to upload anything digital form my computer as it comes in. Hubdoc is affordable, easy to use and makes my life as a small business owner less stressful. It’s one of the best subscriptions I have invested in and I would highly recommend it for any small business owner who wants to make their operations easier. Hubdoc reduces data entry by accurately capturing information from bills and receipts and publishing it to Xero; making it easy to match transactions to the Xero bank feed. Hubdoc is included in Xero Starter, Standard and Premium plans (Xero Early, Growing and Established in the US).
Plyo Bookkeeping
The Dext interface is also straight forward to navigate. Both are straight forward to integrate with QuickBooks Online and Xero. However, while Dext is frequently touted as superior to Hubdoc, hubdoc reviews Hubdoc does offer all the key functionality that a small business needs from its OCR software, so for those on a budget it’s a great option.
Do you work for Xero?
It is workable for larger businesses with multiple users, but not optimal because of the inability to have multiple accounts for a single business. It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones. This has enabled us to get receipts prior to being lost or damaged so it makes the matching process in QBO much easier for us. They will send receipts and invoices into Hubdoc and we then post those to QBO.
- To see a list of software packages that can integrate with Hubdoc, read this article2.
- Hubdoc is a reasonably priced application for extracting data from bills and receipts and exporting it to accounting software packages.
- Overall ROI is boosted through faster invoicing, simplified bookkeeping and more efficient AP/AR processes.
- It renames and saves documents that you scan and upload (or email to the custom email address they provide) into folders based on the vendor name, bill date, and amount.
- Hubdoc is used to manage and record credit card receipts for our whole organization.
Shared data
- Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies.
- Companies on Trustpilot can’t offer incentives or pay to hide any reviews.
- Using Hubdoc, users can upload their bills and receipts and the data will be extracted and exported to your accounting software to create transactions.
- With powerful automation capabilities out-of-the-box, it can lead to significant time and cost savings.
- It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones.
You can also use your phone to scan documents and upload to Hubdoc. I am new to accounting and I just started to be a more advanced user in Xero. I use other accounting software such as Exact where there is the same thing as hubdoc, but it is already integrated and it is called scanning service if someone is by a chance familiar with that.
- Hubdoc is one of the cheapest applications and can be used with a number of different software packages.
- Nice that you can publish right to QBO (we use QBO for all accounting).
- Used to process receipts and invoices for expenses and purchases.
- Implementation costs for Hubdoc vary based on the business size and complexity of requirements.
- Honestly, it posted a DD advice as an invoice at 4am this morning, today.
Hubdoc great receipt/bill tool
Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution,… If you’re looking to automate categorization of expenses and help avoid human error, this is a good option. It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own. Splitting invoices and other customizations was helpful in cases of large complicated invoices. Hubdoc on the other hand, looks more like and early 2000s windows application. Looks aren’t everything, and the Hubdoc interface is still easy enough to navigate and understand.
Use a specific email address or the mobile app to upload documents. Easily files everything for you in alphabetized folders for easy reference later. Sync everything as needed into your accounting software along with the retained earnings attachment and even export to your other cloud file storage systems.
How do I use Hubdoc in Xero?
As the title says, forget about posting anything where the VAT is even penny out. There is no way to make any sort of adjustment and the only thing to do is post an incorrect invoice to your accounts and then go in and amend it afterwards. It’s supposedly free for users of Xero, but with the amount of duplicated work you’ll need to do the true costs are far higher than most alternative suppliers. Iv Law Firm Accounts Receivable Management been using it for 14 months now and really ready to move to FreeAgent or something else.
