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Hubdoc – Xero Partner Certification
Section One: Setting Up Hubdoc For Your Practice
Introduction: Setting Up Hubdoc For Your Practice (2:05)
Navigating Your Partner Portal (2:52)
Navigating Your Hubdoc Dashboard (5:42)
Managing Client & Staff Accounts (5:17)
Section Two: Document Collection & Data Capture
Introduction: Document Collection & Data Capture (0:51)
Collecting Client Documents Using Hubdoc's Auto-Fetch (4:48)
Collecting Client Documents Using Manual Upload Tools (4:26)
Section Three: Data Extraction & Transaction Coding
Introduction: Data Extraction & Transaction Coding (0:57)
Understanding Automated Data Extraction & Filing (5:30)
Connecting to Xero & Cloud Integrations (3:04)
Coding Transactions in Hubdoc to Create Transactions in Xero (8:53)
Setting Supplier Rules (2:18)
Section Four: Hubdoc Workflow Tools
Hubdoc Workflow Tools (3:02)
Section Five: Hubdoc Mobile App
Hubdoc Mobile App (2:37)
Congratulations! What's Next?
Congratulations! What's Next? (1:03)
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Managing Client & Staff Accounts
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