Free wins · Hubdoc + Xero

Hubdoc supplier rules into Xero

Auto-code and publish for the suppliers that never change.

Who it’s for
Companies
Software
Hubdoc + Xero
Setup
5 minutes per supplier
Gives back
Repetitive coding, every week

Step-by-step walkthrough

  1. Open a frequent supplier in Hubdoc
  2. Set the default account code, tax rate and publish behaviour
  3. Process the next bill and confirm it landed correctly in Xero

Get the rest of the steps and the one-page PDF

Steps 4 and 5, what to watch for, and a one-page PDF to keep.

Where the recovered time should go

Not into doing more of the same. That is the whole argument — the hour you get back isn’t a cost you’ve cut, it’s a return you can finally collect. Put it on a client, on the person you have been meaning to train, or on the work that has been good enough for two years.

If there are twenty of these

The Analysis finds them all in about two weeks.

Along with the work that repeats and the knowledge sitting in one person’s head. You get the free wins in the report whether or not anything gets built.

Book a discovery call