Set up a supplier
Overview
- Add a supplier account before you upload a document for them.
About suppliers in Hubdoc
When you upload a document for a new supplier, Hubdoc will automatically create a supplier account for them. You can also manually add a supplier account before you upload their first document.
To publish a supplier’s document to your cloud accounting platform or another third party software, you need to configure their document fields. Configurations are rules and settings you apply that determine how the document will be published.
Add a supplier
- In the organisation dashboard, click Add Account.
- In the Manage Accounts tab, select the Suppliers tab.
- Click Add.
- Enter supplier name, then click Create Supplier.
- Under Integrations select which configurations you’d like to set up.
- Click Save Changes.
What's next?
Upload or email your supplier’s documents into Hubdoc.
Questions? Raise a case on Xero Central. If you don't have a Xero login, click here.