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Accounts Receivable

Once you have connected your Hubdoc account to your Xero account (click here for instructions on how to do so), it is time to configure your Hubdoc connections to push new documents to Xero. 

You may choose to configure some of your accounts on Hubdoc to create accounts receivable transactions in Xero. Xero offers this explanation about Accounts Receivable transactions

To enable Hubdoc to create accounts receivable transactions automatically in Xero, please follow these steps: 

1. Log in to Hubdoc.

2. Click 'Accounts'.

3. Navigate to 'Manage Accounts'.

4. Select the account which you want to push to Xero.

5. Click on the blue triangle associated with the individual account.

6. Click on the 'Invoices (AR)' check box. 

7. Select the 'Account Code' and 'Contact Name,' which have been pulled from your Xero account. 

9. Select the green 'Close' button.

Every new document fetched from this account will be automatically pushed to Xero based on the configuration you have set up.

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    monica.peterholtzcpa

    What kind of document would create an A/R Invoice? How does it do that? Would it include line items? Tax? Sounds interesting - just not sure how this could work for us...

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