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Hubdoc and Xero Integration

September 28 @ 9:00 am - 12:00 pm AEST

Free

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: $275 inc GST includes Course Manual, morning and afternoon tea, Completion Certificate
If course booked with any other Xero course – price $250.

EOFY special of $250 if paid by 30 June 2022.

Book 3 x Xero courses for $1,095 Face to Face class. Book 2 x Xero courses for $795 Face to Face class. Other Xero courses: Managing Payroll, Smarter Xero, and Introduction to Xero Projects (1/2 day course $295).

Hubdoc and Xero Integration Course Outline

Course Registration

Course cost $275 inc. GST. Register and you will be contacted by the organiser to arrange payment.
Payment can be made in Bitcoin.

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Details

Date:
September 28
Time:
9:00 am - 12:00 pm AEST
Cost:
Free
Event Tags:
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Organiser

Elke Wick
Phone:
0410 819 783
View Organiser Website