This is part of our Expenses and Data Capture series (Chapter 4 of the Xero tutorial hub):

• Lesson 1: Capturing Receipts and Bills with Hubdoc in Xero
• Lesson 2: Setting Up Supplier Rules in Hubdoc
• Lesson 3: Managing Supplier Bills and Payments in Xero
• Lesson 4: Recording Employee Expense Claims and Mileage in Xero

Hubdoc is included in all current Xero plans and takes the manual work out of entering bills and receipts.

1. What Hubdoc actually does

You photograph or upload a receipt or bill, and Hubdoc extracts the key details automatically, ready to publish into Xero.

2. Getting set up

Hubdoc is accessed from within your Xero account and connects automatically once enabled on your plan.

3. Capturing documents on the go

The Hubdoc mobile app lets you snap a photo the moment you get a receipt, so nothing gets lost between the job site and the office.

4. Review before it hits your accounts

Always give the extracted details a quick check before publishing to Xero, since automated extraction is not always perfect.

Xero’s YouTube channel has a walkthrough of Hubdoc: watch the official Xero tutorial. Our tradie bookkeeping service can help you get the most out of it.