Publish Hubdoc documents to BILL

Overview

• Publish an individual document to BILL as it’s uploaded into Hubdoc, or set all documents for a particular supplier to publish automatically.

TIP | If your Hubdoc organisation is connected to BILL and QuickBooks Online, find out which integration it’s best to publish your document to.

Manually publish a single document to BILL

Before you start, make sure your Hubdoc organisation is connected to BILL, then:

1. Find and open the document in Hubdoc.
2. To the right of the document, click Edit Document to open the data toolbar.
3. Under Transaction Details, confirm the extracted data is correct or update it as required.
4. Under Destinations, click Bill.com, then configure the supplier rules for the document. This will determine how the document will appear in BILL:
   • Document Type – select Bill.
   • Supplier – select the supplier the document is from.
   • Account – select the appropriate chart of account.
   • Description – (optional) enter any additional information about this document you’d like to publish to BILL.
5. To apply these settings to all future documents for this supplier, select the Save configuration checkbox. Select Autosync to automatically publish the documents straight to BILL once they’re configured.
6. Click Publish to publish the document to BILL.

The document will now show in BILL with the source document attached, ready for you to approve. 

Automatically publish all a supplier's documents to Bill.com

Once your Hubdoc organisation is connected to BILL, set up Hubdoc to automatically publish documents from a particular supplier to BILL.

1. On the Hubdoc dashboard, click the settings icon.
2. In the Manage Accounts tab, select the Suppliers tab, then click the supplier account you want to publish documents from.
3. Under Integrations, select the Send to Bill.com checkbox.
4. Click Supplier to select a supplier.
5. Click Save.

Now all documents imported for this supplier automatically publish and create transactions in BILL.

What's next?

All done! You’ve published your documents to BILL.