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Best Practice: Uploading Receipts

Learn how to upload a document to Hubdoc

There are multiple ways of uploading receipts to Hubdoc including:

Drag and Drop

Receipts can be dragged and dropped straight into the document column in Hubdoc from your computer.

Upload from Computer

Receipts can be uploaded by selecting the file from your computer.

1. Click the 'Add Receipts' button in the top bar.

2. Click the 'Browse...' button.

3. Select receipts from your computer and click 'Open'.

Send by Email

Receipts can be sent into Hubdoc via email using the unique email address found at the bottom of the add receipts page. To find the unique email address follow these steps:

1. Click the 'Add Receipts' button in the top bar.

2. Locate the unique email at the bottom of the page.

Learn more about the unique email address

Mobile App

Once logged into the correct Hubdoc account on the mobile application, you can take a picture using the photo function and the receipts will appear immediately in Hubdoc.

What to Include

In order for Hubdoc to accurately extract information from a receipt that you've manually uploaded, each receipt needs to include the date, vendor name, and dollar amount. 

When Hubdoc finishes extracting this data, Hubdoc will create a folder based on the vendor's name under the "Uploads" folder.

Multiple Receipts in One Document

At this time, Hubdoc can manually extract receipts that are uploaded as single files. Hubdoc is unable to extract data from PDFs with multiple receipts, even if each page features a different receipt. 

File Formats

You can manually upload single images to Hubdoc in the following formats: PDF, JPEG, PNG, plain text, HTML, and Word to Hubdoc. Hubdoc does not have the ability to unzip folders. Hubdoc is unable to extract data from Excel files.

Exception

The exception to the one-receipt-per-file rule is when you manually upload a single file with two receipts for the same transaction. For example, you can take a photo of your two receipts from lunch side by side. One receipt features the initial invoice from the vendor and the other includes the credit card transaction with the tip. Hubdoc will extract information from the receipt with the larger dollar amount (the receipt with the tip). 

Canada

In Canada, having these two images side by side is invaluable for auditing and the Canadian Revenue Agency. Having these two images proves that you were billed for the service and that you paid for it. 

Integration with Xero

If you intend to integrate Hubdoc with Xero, please ensure that each file that you upload is 3MB or smaller. Hubdoc is unable to publish files larger than 3MB to Xero.

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Comments

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    Janine Lilley

    Files are stuck in Upload - how can I move them to relevant created folder?

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