Hubdoc and Xero Integration

Course Outline

Hubdoc Overview

• What is Hubdoc
• How Hubdoc works
• Using Hubdoc and Xero together

Setting up Hubdoc

• System Requirements
• Creating a new Hubdoc organization
• Connecting to existing Xero organization
• Single Sign on for Hubdoc and Xero
• Updating Settings
• Base Currency settings
• Hubdoc email address
• Set default tax rates
• User Permissions explained
• Invite & manage Users

Connecting to Xero

• About Hubdoc and Xero connection
• Cancel existing connections
• Connect Hubdoc to Xero
• Disconnect Hubdoc and Xero

Uploading documents to Hubdoc

• What you need to know
• Email documents
• Manually upload
• Upload using the mobile app
• Add notes to documents
• Multi-page documents

About Publishing documents

• About Publishing a document
• Re-publishing a document
• Types of documents
• Multicurrency in Hubdoc
• Document fields explained

Publish documents to Xero

• Manually publish a document
• Automatic publish documents

Find and View transactions in Xero

• Account Transactions
• Transaction source
• Search for a transaction
• Deleting duplicates
• View Hubdoc documents in Xero Bills

Find & Manage Hubdoc Documents

• Find a document
• Delete documents
• Check the status of uploads
• Organise documents with tags and folders

Course Fee: $295 inc GST includes Course Manual, morning and afternoon tea, Completion Certificate
If course booked with any other Xero course – price $250.

Xero Course Packages – Book 4 x Xero courses for $1495, 3 x Xero courses for $1,195 Face to Face class. Book 2 x Xero courses for $850 Face to Face class.

Our other Xero courses are: Xero in a Day, Managing Payroll, Smarter Xero, and Xero Projects

Hubdoc and Xero Integration Course Outline