Filing Cabinet Be Gone - See How With Xero and HubDoc!
Filing Cabinet Be Gone – See How With Xero and HubDoc!
Business Growth

Filing Cabinet Be Gone – See How With Xero and HubDoc!

We’re sure that every firm would like to reduce the time and effort involved with managing receipts, bills and statements. This update by the MB+M’s Compliance team on “Filing Cabinet Be Gone – See How With Xero and HubDoc!” shows just how you can achieve this with both products.

With Xero’s purchase of HubDoc, it will now be an integral part of the Xero solution. This extra feature in your Xero file will give you back more time to focus on financial data — not just collecting it! 

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With HubDoc inclusion, it has made completing your book work more efficient and easier than ever before. Information automatically captured by HubDoc is exportable and publishable directly into Xero, and with HubDoc’s Vendor Rules you can automate the coding of receipts, bills and statements.

HubDoc then automatically sorts and organises all of your documents into searchable and customisable folders as soon as they arrive, no more clogged filing cabinets that mysteriously lose the document you “just put there.”

So Practically What Does Hubdoc Do?

Your Streamlined Paperless Office is just here thanks to HubDoc.

You receive a lot of financial documents in the form of receipts, bills, statements & emails which need entering into Xero and filed away in your many filing cabinets or clogging up computer space…

Receipts ………………………..Bills ……………………Statements

Featured Praise

Testimonial by Lisa – O’Sullivan Bricks & Windows.

Thanks to the team at MB+M for recommending and assisting with the setup of Hubdoc to partner Xero to manage our accounts for our business. 

Hubdoc has made a huge difference to our business, it has allowed me to remotely work from home easily and efficiently

Hubdoc has eliminated so much time spent on manually entering data and also improving the accuracy of the information.  Its ability to automatically extract key data from our bills and invoices and allocate the expense/income to the profit and loss is such a bonus for our business.

Overall, we are extremely happy with Hubdoc its ability to sync with Xero is a game changer for our business saving us time and money associated with administration costs.

With HubDoc, this is no longer the case. With a simple Snap, Scan or Link, the work is complete. HubDoc can extract key information from your receipts, invoices, and bills, saving you hours of data entry and no more filing.

Filing Cabinet Be Gone – See How With Xero and HubDoc!

Snap: Take a photo of your receipt, an invoice or bill with the HubDoc mobile app and throw out the paper copy. HubDoc scans and extracts the information and stores your documents.​

Scan:  Scan any Receipts or Bills that you have. If scanning of these documents is complete and loaded into your computer, you can directly transfer them to HubDoc where extraction of key data is undertaken for you.

Link:   Once you have connected your accounts with HubDoc, it retrieves your reoccurring bills thus making them ready and waiting in the System. This saves you the time by eliminating the need to login to multiple accounts weekly or monthly to download all those reoccurring bills.

HubDoc then automatically sorts and organises all of your documents into searchable and customisable folders as soon as they arrive, no more clogged filing cabinets that mysteriously lose the document you “just put there.”

Not only that, but with HubDoc being integrated into the Xero Accounting Suite package, the above process is even simpler.

Complete:  With all the above managed, you will have more time to spend
                      on other essential activities”

Need Some Help?

If you want to learn more about how these solutions could help you, then contact Lori Hall at MB & M. Lori and her expert team can assist you in the transition to HubDoc/Xero.

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Contact MB+M’s Xero & Hubdoc Expert, Lori Hall, and she will help you take advantage of these time saving opportunities.  mbmshepp@mbmgroup.com.au  or 03 5821 9177

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