Hubdoc & Xero Integration Training for Business Owners
Online Live Training
Online live training is available for participants all over the world. The training is conducted via Zoom
Classroom Training
Our Xero classroom training is available weekly in London, Surrey & Berkshire.
Onsite Training
Onsite training is available at your premises, no matter where you are in the UK. We will come to you and provide training at your convenience.
1 to 1 Training
One to one training sessions are available with our Certified Xero Advisor and Accountant. You will be able to ask questions and get personalized help with using Xero.
Group Training
The Xero Group training is available for businesses both at their premises and online live via zoom.
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Financial Management with Hubdoc & Xero: Join our expert training course today
Hubdoc is a cloud-based document management software that allows users to upload, store, and organize their financial documents in one place. Hubdoc automatically extracts key data from your receipts, invoices, and bills, and then syncs that data to Xero. With Hubdoc, you can easily track expenses, manage receipts, and reconcile bank statements with ease.
At Xero Experts, we recognise how challenging it can be to keep up with the finances of a business. That’s we offer top-notch training in Hubdoc – an advanced cloud-based software that improves document management and bookkeeping processes. In this training course, you’ll get insight into exactly what Hubdoc is all about as well as its features and advantages; find out just how it simplifies financial management!
Who is this training for?
- Who are looking for a more efficient way to manage their clients' financial documents
- Who want to learn how to integrate Hubdoc and Xero to improve their workflow
- Who want to simplify their document management process
- Who want to learn how to use Hubdoc and Xero to automate their bookkeeping process
- Who wants to gain a basic understanding of Hubdoc and Xero integration
- Who wants to learn how to use Hubdoc and Xero to manage their financial data more effectively
What topics does the course cover?
- What is Hubdoc?
- How Hubdoc works
- Using Hubdoc and Xero together
- Understand how the Hubdoc and Xero connection works
- Cancel existing connections if needed
- Connect Hubdoc to Xero
- Set default tax rates
- Disconnect Hubdoc and Xero
- Create a new Hubdoc organisation
- Connect to an existing Xero organisation
- Enable Single Sign-On for Hubdoc and Xero
- Adjust settings, including base currency and Hubdoc email address
- Access Account Transactions in Xero
- Find transaction source in Xero
- Search for a transaction in Xero
- Delete duplicate transactions in Xero
- View Hubdoc documents in Xero Bills
- Manually publish a document to Xero
- Manually upload files
- Email documents to Hubdoc
- Use the mobile app to upload documents
- Understand the process of publishing a document to Xero
- Learn how to re-publish a document if needed
- Understand the types of documents that can be published
- Learn about multicurrency in Hubdoc and how it affects publishing
Course Details
- Live online |Classroom | Onsite |1 to 1
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10:00am – 5:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£500 (Online Live Via Zoom)
£600 (Classroom)
- 7 hours approx
- Wednesday, Thursday and Saturday every week
By the end of this training material, learners will be able to:
- Understand what Hubdoc is and how it works
- Set up a Hubdoc account and connect it to Xero
- Upload documents to Hubdoc using various methods
- Find and view transactions in Xero and manage duplicates
- Publish documents to Xero manually or automatically
- Understand the publishing process and how to use document fields
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