Term 2 in distance mode is underway this week and we know that this is an immensely challenging time for all schools. One small piece of good news is that Hubdoc, Xero’s automated data processing app, is now included in your Xero subscription.
Hubdoc is a great productivity tool. It makes it easy to get your bills and receipts into Xero by sending them directly to your personal Hubdoc email address, by drag-and-drop from your desktop or by scanning them from the mobile app. Once uploaded the data is automatically extracted and the transaction published to Xero. Transactions are accurately categorised to make it easy to match them with your bank feed in Xero.
Not only does Hubdoc reduce data entry and processing time significantly, it also stores copies of the original documents in one secure location so that they can be easily viewed for future reference and audit purposes. It can also push copies to a connected cloud platform if required so there is no longer any need to keep paper copies on file.
For familiarisation, Xero Central has a modules to help you put Hubdoc into practice and an introductory webinar next scheduled to run on 22 April. Edtech also offers a training module if you would prefer one-to-one guidance.
Now that cost is no longer a barrier we strongly encourage all our Xero clients to proceed with implementation. Set up is a simple process – just let your consultant know that you would like to go ahead and they will action this for you.