At this time of publication, we have to manually add the bank account to push the expense to – also assuming you have the last four digits of the cards memorized. The auto-pull of statements, invoices, and receipts is nice, but the better features are the automatic scanning of simple (and I stress simple) invoices when they are pulled or emailed to your Hubdoc email address. These can then automatically be fed into your accounting software, which makes AP really easy. Aside from the auto fetching, OCR, the App, the support team and the configuration capabilities, my favorite feature is the ability to integrate transaction level receipts directly into bookkeeping software like QuickBooks Online or Xero. The ability to drill into an transaction and see the physical source document (in seconds) is an absolute game changer! Its so easy to just take a picture of your receipts and it syncs them with your transactions in your bookkeeping system if you have your bank account and business credit card linked with your bookkeeping software.
Hubdoc great receipt/bill tool
- Delegating access to me was difficult for my client.
- I was disappointed that the program does not allow us to setup suppliers on the fly that are in a currency other than our native one (other than the one setup as the “main” one in QBO).
- Receipt management for company paid cards and reimbursable employee expenses is lacking.
- One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account.
- People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
- Sometimes the auto fetch connections go down, but the support team fixes the issue as fast as possible.
Sometimes the auto fetch connections go down, but the support team fixes the issue as fast as possible. I would also appreciate SAML based SSO in the future. I was disappointed that the program does not allow us to setup suppliers on the fly that are in a currency other than our native one (other than the one setup as the “main” one in QBO). I also would get a bit frustrated when the syncing would randomly stop for the banks (but this may not be their fault). I really like how the setup is easy and the integration with QuickBooks Online is smooth.
Don’t waste your time
I really like the mobile app and that you can upload receipts on the fly. Adding new accounts requires a dummy email address, which is strange. More complex bills http://prikol.biz/wgallery_list.php?gallery=22_money&page=1&sort=5 need quite a lot of manual input, especially with CIS and multicurrency. We originally set up this service to manage our financial documents linked to Quickbooks.
Easy to use software , goes really well with Xero
Labeled Verified, they’re about genuine experiences.Learn more about other kinds of reviews. Web design is somewhat confusing to split multiple accounts, there could be some improvements on the layout to make lessconfusing. The application offers ease of use and helps to become more paperless. This will be more and more important in the future and the QBO integration really helps as well.
- Importing receipts images is easy and allows mapping to be saved.
- Sync everything as needed into your accounting software along with the attachment and even export to your other cloud file storage systems.
- Hubdoc doesn’t read the receipts to determine which card was used and automatically allocate that receipt to X employee.
- However, it is important to keep in mind the limited storage capacity and customization options when considering this software.
- They give no solutions or even a time line for when they will fix an issue on their end.
Document management solution designed for businesses of all sizes that helps extract information from bills, categorize data, snap & send papers, collaborate with bookkeepers, and more. Capterra is free for users because vendors pay us when they receive web traffic and sales opportunities. Capterra directories list all vendors—not just those that pay us—so https://www.econbook.ru/finance/market/what-are-indicators-guide-choice-of-assets that you can make the best-informed purchase decision possible. I liked that it was able to fetch the documents and statements I needed. Online cloud and customizable document storage was great. This has provided me with a nice platform where i can set up all my clients and easily pull their statements and documents at my convenience whenever need arises.
Using Hubdoc with Xero
There is no way to make any sort of adjustment and the only thing to do is post an incorrect invoice to your accounts and then go in and amend it afterwards. It’s supposedly free for users of Xero, but with the amount of duplicated http://booksshare.net/index.php?id1=4&category=lunguistics&author=maluga-en&book=2005&page=39 work you’ll need to do the true costs are far higher than most alternative suppliers. The time spent trying to rectify communication problems, missed bills or missing attachments does not compensate for any time saved.
Great idea, poorly executed, cost our business much time and still not working.
Receipt management for company paid cards and reimbursable employee expenses is lacking. Hubdoc doesn’t read the receipts to determine which card was used and automatically allocate that receipt to X employee. Employees should be able to setup Hubdoc inboxes with their own email address to send receipts to.
Hubdoc is a great all-in-one expense tracking/ document collecting software solution. I set up all of my clients with this software and show them how to use it on their phones and through email. Two great features for the accountant or bookkeeper.1) Receipt capture. No longer will you need to contact your clients to request what a particular charge is because they can simply scan the receipt at the time of purchase, or forward the digital receipt to their specific email address. No longer do you have to go to each of the client’s bank’s websites and manually download the statements for reconciliation.
The data extraction and setting up rules to push the bills through to Xero automatically. Automatic storage of documents by name of suppliers. Notes added by the client attached to bills is also very useful. Love that Hubdoc fetches bank statements and bills. Importing receipts images is easy and allows mapping to be saved. HOWEVER, our Hubdoc, even though we turned off Autosync (after it auto-posted 50 invoices as credit notes), auto-publishes when I’m at home asleep.
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