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Bookkeeping tips

December blog is our Christmas bookkeeping tips and one of these is about the Xero add-on Hubdoc from Claire and Hayley at Your Support Team

Hubdoc is a data capture tool which extracts key data from documents, then creates transactions in Xero. You can email bills and receipts straight into it and use a mobile app to upload a photo in seconds.

You can set up automated connections so it remembers details such as the contact, date and amount from previous entries saving you time on future entries which is particularly useful for regular bills from the same supplier.

Once published Xero creates the invoice, bill, credit note, or spend money transaction with a copy of the document attached.

You can set up Hubdoc to automate every step, so all you need to do is reconcile the transaction against your bank statement line. For more information here is the link https://buff.ly/2EJEGqQ

If you use Xero and aren’t making the most out of your free Hubdoc account then we suggest you take a look. And if you need any help or would like any more information on how Hubdoc can help you, please contact us at info@yoursupportteamltd.co.uk

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