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Hubdoc and Xero Integration

August 8 @ 9:00 am - 3:00 pm AEST


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

Course Registration

Course cost $295 inc. GST. Register and you will be contacted by the organiser to arrange payment.
Payment can be made in Bitcoin.

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August 8
9:00 am - 3:00 pm AEST
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Elke Wick
0410 819 783
View Organiser Website