Edit the Hubdoc Organization Settings

Edit the Hubdoc Organization Details and Hubdoc Email settings

Summary: You might want to add or edit various details of your Organization within your Hubdoc account, including your Company name, Base Currency and Hubdoc Email Address.

To access and edit your Organization information:

  1. Login to your Hubdoc account
  2. Click on the Gear Icon Screen_Shot_2019-09-16_at_11.42.24_AM.png
  3. Select the Organization page

Organization_page.png

Here you can edit the following information:

  • Company: The company name should reflect the company utilizing the account for their books.

 

  • Base Currency: The base currency should reflect the currency in which the majority of your purchases are made.

 

  • Date Format: The date format should reflect the format used in your country or where the majority of your purchases are made.

Customize your Hubdoc Email

Each Hubdoc account has a unique, customizable email address that is used to send documents into Hubdoc. This address always ends in @app.hubdoc.com. We recommend changing the prefix of this email to something easier to remember, like the company name associated with the account. 

Change_Intake_Email_Address.png

Here are some additional Helpdesk articles that you might find useful:

 

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