Many of our clients are already taking advantage of Xero’s comprehensive features, but did you know that your Xero Starter or higher subscription also includes Hubdoc at no additional cost? Hubdocs is designed to streamline your document management, reducing the need for manual data entry and helping you keep your financial records organised effortlessly. Let’s take a closer look at how integrating Hubdoc can enhance your accounting workflow and save you time.

Automated Document Handling

Streamlined Submission Methods

Hubdoc now offers three convenient ways to submit your documents. Whether it’s a receipt or an invoice, you can either snap a photo with your smartphone, email it to your unique Hubdoc address, or upload files directly from your desktop. This flexibility ensures that no matter where you are or what device you’re using, keeping your financial records up-to-date is just a few clicks away. Have a read of our step by step guide on how upload and  streamline document processing with Hubdoc or watch a how to video from Hubdoc. 

Advanced Data Capture

Once your documents are uploaded, Hubdoc does more than just store these files. It converts them into usable data that integrates seamlessly with your accounting software. This means less manual entry, fewer errors, and quicker access to your financial data for reporting and analysis.

Enhanced Organisation Features

Keeping your documents organised has never been easier. Hubdoc automatically sorts all your financial documents into customizable, searchable folders as soon as they arrive. Say goodbye to piles of paper and cluttered digital spaces.

Retain Configurations for Multiple Line Items

The latest functionality update in Hubdoc addresses one of the most requested features from our users: retaining configurations for multiple line items on recurring invoices. Now, when you upload a document with previously entered multiple line items, Hubdoc allows you to ‘Add Last Items’ with a single click. This feature significantly reduces the time spent on repetitive data entry while ensuring consistency across your financial records.

At MKG Partners, we understand the importance of efficient and accurate document management. By integrating Hubdoc with Xero, we continue to empower our clients by simplifying their accounting processes. Contact us today to learn more about how these new features can benefit your business or to get help setting up Hubdoc for your company.