A lot of people have found a way to tackle bill payments through trial and error, and would eventually find a process that kind of works. Set user roles in Hubdoc so staff can complete tasks like uploading receipts without allowing them access to sensitive data and other features. Choose from user roles like upload only, standard, or accountant/bookkeeper.

Check out our webinar, Simplifying bill payments for your business, to find out more ways you can streamline your processes. Access all Xero features for 30 days, then decide which plan best suits your business.

Resources

There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. We’ve established that managing bill payments has historically been labour intensive, but what does this actually mean for clients? To put it simply, clients lack visibility of their cash flow. It’s a constant struggle for business owners to stay up to date, leaving you as the practice in the dark on your clients’ financial position. As a result, adding value as their trusted advisor can become difficult. Go paperless, with all your bills and receipts stored together online.

• It’s a constant struggle for business owners to stay up to date, leaving you as the practice in the dark on your clients’ financial position.
• Believe me when I say that I have “been there and done that” when it comes to chasing clients for invoice records.
• Choose from user roles like upload only, standard, or accountant/bookkeeper.
• As a result, adding value as their trusted advisor can become difficult.
• With Hubdoc, these tasks are automated, so you and your clients get that time back plus the accurate data you need to make better decisions.
• It’s a new standardised way to make bill payments regardless of your bank.

Accounting and bookkeeping practices can use Hubdoc to save time chasing documents from clients, do less data entry, and check transactions against original documents. Xero provides resources to help practices set up Hubdoc for their own use, and easily onboard small business clients. Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry. With Hubdoc, these tasks are automated, so you and your clients get that time back plus the accurate data you need to make better decisions.

Here is why you should be using Hubdoc:

Once you’re all set up on Hubdoc, it’s time to say goodbye to dealing with batch payment files. Xero’s Pay with Wise integration lets you pay and reconcile multiple bills through Xero with just a few clicks. It’s a new standardised way to make bill payments regardless of your bank. Again, it’s all about taking steps to give yourself more time to focus on the stuff that matters, and less time on the admin.

It actually does the data entry heavy lifting for you by reading key information from bills and receipts and turning it into usable data. Get copies of documents and key data stored into Xero automatically. Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your what is hubdoc business. Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on. You don’t have to chase documents at the end of the month, quarter, or year. All your financial documents are securely stored and managed from one place, giving your business peace of mind.

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Once documents have been seamlessly uploaded, the key data is extracted and synced with Xero or Quickbooks Online as an accurately coded transaction with the source document attached. Hubdoc transactions are automatically matched to the corresponding transaction in the bank feed, ready for one-click reconciliation and allowing for audit proofed books. Hubdoc is a data capture solution that gives you and your clients the tools you need to easily capture bills and receipts. Once documents have been seamlessly uploaded to Hubdoc, the key data is extracted and synced to Xero as accurately coded transactions with the source documents attached. Hubdoc transactions are automatically matched to the corresponding transaction in the Xero bank feed, ready for one-click reconciliation.

Seamlessly match transactions with your bank feed so you have reconciled, up-to-date financials. This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution.

Data capture done automatically

Uploaded documents can be configured to send a copy to your Xero file and automatically create transactions in your Xero file. Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero. Believe me when I say that I have “been there and done that” when it comes to chasing clients for invoice records. Hubdoc has opened my eyes to how much quicker and seamless the process can actually be. It’s no secret that bill payments have traditionally been a slow and painful experience – a necessary evil for many business owners.