Xero products and apps

1. Simply log in to Xero, go to your client's Xero organisation and select Hubdoc. 

2. Agree to Hubdoc Terms of Use, Privacy Notice & Ownership terms, then click Set up Hubdoc.

3. As you've already got a Hubdoc user account through your practice, click Already have an account? then click Sign in with Xero.

4. Select the client's Xero organisation you want to connect, then click Allow Access.

5. Enter and confirm your client's email address. Click Create New Organisation.

To learn more, check out this article.

1. Advise your clients to log in to their Xero organisation, click on their organisation name and select Hubdoc.

2. Agree to Hubdoc Terms of Use, Privacy Policy & Ownership Terms, then click Set up Hubdoc. 

3. Click I'm new to Hubdoc, then select Small Business.

4. Click Allow access to enable SSO and activate their organisation.

For more information, check out this article.

For your clients

If your client’s Xero organisation is on a business edition pricing plan (Xero Starter, Standard and Premium plans), Hubdoc is included in the Xero subscription.

If your clients are on a partner edition pricing plan (Xero Ledger and Xero Cashbook), Hubdoc will be billed for separately.

For your practice

As a Xero partner, Hubdoc offers accountants and bookkeepers a free partner organisation to test the product and its features before you add clients. Find out how you can set up your free Hubdoc partner organisation here.

Simply log in to Xero, go to your client's information, go to the Business menu and select Expenses Claims. Follow these steps to set up Expenses for your client.

Advise your client to log in to Xero, go to the Business menu and select Expense Claims or use the mobile version by downloading the Xero Expenses mobile app for iOS or Android. Follow these steps to set up Expenses for your client.

For your clients

Xero Expenses is billed monthly with the Xero subscription and includes one active user. Your client only pays for additional users who are active in that month. See pricing here.

Xero Expenses can be added to any current Xero Business Edition subscription.

For your practice

To use Xero Exenses for your own practice, login to your Xero Practice Organisation, go to the Business menu and select Expense Claims or use the mobile version by downloading the Xero Expenses mobile app for iOS or Android. Xero Expenses is available for your practice for free as a benefit of the Partner Program.

Simply log in to Xero, go to your client's information, and select the Projects tab to get started.

Advise your client to log in to Xero, and go to the Projects tab. We suggest emailing them this support article as a guide so they get it right first time.

For your clients

Existing organisations can use Xero Projects free of charge for a month for unlimited users. After that, it's billed monthly and includes one active user. You only pay for additional users who are active in that month. See the full pricing here.

For your practice

To start using Xero Projects for your practice, log in to your Xero practice and navigate to the Projects tab. Xero Projects is available to you for free as a benefit of the partner program.