It's as easy as 1-2-3. Just download the app, snap some photos and add the account information.
Step 1: Download the app to your phone.
Step 2: Log in to the app and snap a pic of a receipt by clicking on the camera icon.
Step 3: Log in to the Hubdoc Web Portal.
The receipt you took a picture of should show up on the left side. Click on it.
You cannot add any notes or details to the receipt when you snap a photo — that must be done in the web portal. However, when you forward an invoice from your email to Hubdoc, you can add a note by typing "#note then add your message #note." This allows the note to appear in Hubdoc once the document has been uploaded.
Step 4: Upload other documents (invoices and statements) to your Hubdoc account for safe keeping and delivery to your accountant.
You can upload these documents with drag and drop, or by email.
1) Upload with drag and drop
2) Upload by email
Your Hubdoc account has its own unique email address that can be used to email invoices into your Hubdoc account. You can find that email address in Settings > Organization, as shown below.
Tip: Set up an email inbox rule that automatically forwards emails with invoices attached to your Hubdoc account. You can set this autoforward to be triggered by a specific sender, or with a keyword in the subject line like "invoice."
Step 5: Get your Bank and Credit Card Statements loaded into Hubdoc.
There are two ways to do this.
1) Use Hubdoc's Auto-Fetch function to automatically log in to your bank and save your statements monthly.
2) Download the statements as CSV and PDF from your bank and upload to Hubdoc.
Step 6: Publish receipts or invoices to Xero — only your accountant/bookkeeper should do this.
There is the option to publish the receipt or invoice to Xero, but this should only be done by your bookkeeper or accountant as there is a precise way it needs to be done.
Adding notes to meal and entertainment receipts? If you didn't write the names of who attended the meeting on the paper receipt prior to snapping the pic, you can add a Note from Hubdoc!
Watch this video on how to manage receipts from the Hubdoc Web portal.