Hubdoc

Hubdoc and Multicurrency

I set up Hubdoc for the first time recently and noticed invoices with EUR Symbols were coming through as USD. I contacted Hubdoc and they said it was down to the base currency being set as USD.

This doesn’t make a lot of sense as the invoices had a very clear € symbol. Worth being mindful of if you are setting up hubdoc.

To change the date click the company name on the top right

Click Settings
Hubdoc Settings

 

 

 

 

 

 

 

 

 

 

Base currency is in the second column

Hubdoc Mutlicurrency

Receipt Bank

Auto Publish in Receiptbank

I’ve been testing auto publish in receipt bank for the last few months with good results.

You set the:

  • Category (Account code in Xero)
  • Tracking category,
  • Due date,
  • Tax rate
  • Where you what the item published (Bill / spend money /Classic expense claims)

Then receipt bank automatically posts it.

You can set receipt bank to post all items but for the moment we are running on a supplier basis to ensure the tax and account codes are correct with new suppliers.

You can access auto publish by clicking “set supplier rules”