Hubdoc Training

Our Xero Hubdoc training session are one to one training course that can be run at your office using your own paperwork.  Alternatively, they can be run online via Zoom. The course is designed to help businesses to easily extracts key data from documents, then creates transactions in accounting software.Hubdoc is just like your secure digital filing cabinet in the cloud. Like your great personal assistant. You can use Hubdoc to turn paperwork into data. Hubdoc can help you simplify and go paperless. Your important financial records are organised automatically for you, backed up forever and available on any device anywhere.  All your bills and receipts in one place.

Course Content

  • Set up organisation within Hubdoc
  • Accounting Integration with accounting platform
  • Invite user in Hubdoc and set up user access limit
  • Scan/upload your document
  • Set up Automated Accounts and suppliers
  • Set up automated connections get a bill from a particular supplier it goes straight into Hubdoc
  • Use the mobile app to upload a photo
  • Sorting files with Hubdoc
  • Publishing documents to accounting platforms
  • On going support as needed

This training session will take around 1.5 hours to complete and includes time to answer any questions and queries you may have. 

To book a training course or for more information, please: