Please find below step-by-step instructions on how to use Hubdoc software to publish purchase receipts and supplier invoices to Xero:

Step 1: Log in to Hubdoc

Once logged in, you’ll be on the Hubdoc dashboard.
Click on the Upload button (a cloud icon with an upward arrow) located in the top right corner.
You can upload receipts by dragging and dropping files from your computer, emailing them to your unique Hubdoc email address, or by using the Hubdoc mobile app to take photos of physical receipts.
Hubdoc will automatically start processing the uploaded receipts, extracting key information such as the vendor name, date, and total amount.

Once Hubdoc has processed the receipts, they will appear in your Documents list.
Click on a receipt to review its details.
Check the extracted data for accuracy. You can manually edit the details if needed (such as the date, total amount, tax, and vendor).
Optionally, assign the receipt to a specific Category or Supplier within Hubdoc. This can help streamline the publishing process.

If not already done, connect your Hubdoc account to your Xero account:
Click on your organization’s name in the top left corner, then select Account Settings.
Under the Integrations tab, find Xero and click Connect.
Follow the prompts to authorize the connection to your Xero account.
Configure how you want receipts to be published in Xero. You can choose to publish receipts as:
Bills (Payable invoices)
Spend Money transactions (Expenses already paid)
Purchase Orders

Return to your Documents list in Hubdoc.
Select the receipts you want to publish by clicking the checkbox next to each one.
After selecting, click the Publish button.

In the Publish settings:

Choose the Xero account to which you want to publish (if you manage multiple Xero accounts).
Select how you want to publish the receipt (Bill, Spend Money, etc.).
Assign a Xero Account Code (this maps to your Chart of Accounts in Xero).
Confirm the tax rate, if applicable.
Click Publish. Hubdoc will now send the receipt details to Xero as per your selected settings.

Log in to your Xero account.
Navigate to the Accounts tab and select Purchases (or Bank Accounts if you published as Spend Money).
You should see the receipts you published from Hubdoc listed as either draft or approved transactions, depending on your publishing settings.
Review the transactions to ensure everything is correct. If necessary, make any adjustments in Xero.

After publishing, you can move the receipts from the Documents list to an appropriate folder in Hubdoc for better organization.
Click on the receipt, and then click the File button to move it to a different folder.

Regularly check the integration settings between Hubdoc and Xero to ensure everything is up to date.
Use Hubdoc’s mobile app for quick and easy uploads of physical receipts on the go.
Regularly reconcile the transactions in Xero to ensure all receipts are accounted for properly.