Publish bills in Hubdoc

Invoices/Receipts are being sent/upload to Hubdoc. Please refer to this Airtable for the correct code, description, & all details.

Upload invoices/receipts in Hubdoc:

1. Log.in to Hubdoc.

2. Click the Strictly Savvy Limited for the Organizations.

3. Click Upload Document at the top.

4. Click Browse.

5. Select the invoice/receipt your are uploading.

6. Enter the details from the invoice/receipt as shown below highlighted in yellow.

7. Publish as Draft and this will appear in Xero as Draft too.

Publish invoices/receipts in Hubdoc:

1. Log.in to Hubdoc

2. Click the Strictly Savvy Limited for the Organizations

3. Enter the details from the invoice/receipt as shown below highlighted in yellow.

4. Publish as Draft and this will apear in Xero as Draft too.

5. Once everything is publish, message Rochelle that bills are now in draft in Xero for approval and she will let you know once approved too. And ready for you to reconcile in Xero.

6. Click here for Xero reconciliation

Click here on how/where to get the invoices/receipts

Note: Global Teams that has more than 1 description in their invoices, you will need to add a new line in Xero. This is after you publish the invoice in Hubdoc. Just click Add a new line in Xero.

Enter A Bill Or Receipt -Xero