Best Practice: Uploading Documents
For documents that we don't support an automated connection with, there are several other ways clients can upload documents into Hubdoc.
Drag and Drop
Documents can be dragged and dropped straight into the document column in Hubdoc from your computer.
Upload from Computer
Documents can be uploaded by selecting the file from your computer.
1. Click the 'Add Receipts' button in the top bar.
2. Click the 'Browse...' button.
3. Select documents from your computer and click 'Open'.
Send by Email
Documents can be sent into Hubdoc via email using the unique email address found at the bottom of the add receipts page. To find the unique email address follow these steps:
1. Click the 'Add Receipts' button in the top bar.
2. Locate the unique email at the bottom of the page.
Learn more about the unique email address
Mobile App
Once logged into the correct Hubdoc account on the mobile application, you can take a picture using the photo function and the document image will appear immediately in Hubdoc.
What to Include
In order for Hubdoc to accurately extract information from a receipt that you've manually uploaded, each receipt needs to include the date, supplier name, and dollar amount.
When Hubdoc finishes extracting this data, Hubdoc will create a folder based on the supplier's name under the "Uploads" folder.
Multiple Receipts in One Document
Hubdoc can split multi-page PDFs into individual documents! You can command Hubdoc to split your multi-page PDFs while emailing documents into Hubdoc. You can also activate auto-splitting while using our drag-and-drop upload tool.
File Formats
You can manually upload single images to Hubdoc in the following formats: PDF, JPEG, PNG, plain text, HEIC, HEIF, HTML, and Word to Hubdoc. Hubdoc does not have the ability to unzip folders. Hubdoc is unable to extract data from Excel files.
Exception
The exception to the one-receipt-per-file rule is when you manually upload a single file with two receipts for the same transaction. For example, you can take a photo of your two receipts from lunch side by side. One receipt features the initial invoice from the supplier and the other includes the credit card transaction with the tip. Hubdoc will extract information from the receipt with the larger dollar amount (the receipt with the tip).
Canada
In Canada, having these two images side by side is invaluable for auditing and the Canadian Revenue Agency. Having these two images proves that you were billed for the service and that you paid for it.
Integration with Xero
If you intend to integrate Hubdoc with Xero, please ensure that each file that you upload is 3MB or smaller. Hubdoc is unable to publish files larger than 3MB to Xero.