Xero Add Ons

Question 1

Add ons are also known as what?

Answer 1

Third party software

Question 2

4 examples of add on software are

Answer 2

Workflow management
CRM- Customer relations management
e-commerce
payroll and practice management

Question 3

How do you get Add on apps?

Answer 3

Through Xero App Store

Question 4

what 3 things can you search by when finding apps?

Answer 4

Keyword
catagory
industry specific solutions

Question 5

any one can view apps in xero apps but only advisors or standard users can do what 3 things?

Answer 5

Connect
Access
Disconnect apps in xero

Question 6

how do you access apps directly from xero?

Answer 6

Company menu>select APP STORE

Question 7

What4 things does Hubdoc import from your Xero account for use when uploading bills/receipts?

Answer 7

Chart of accounts
tax rates
contacts
bank accounts

Question 8

what 3 ways can Hubdoc import info from Xero?

Answer 8

Manual entry
Automatic upload
email

Question 9

what parts of a bill/receipt does hubdoc extract?

Answer 9

Supplier name, date, amount total,

Question 10

How does Hubdoc organise bills/receipts once imported?

Answer 10

Using tags, folders

Question 11

If you’ve enabled Push to Xero Files in Hubdoc, a copy of the document is also sent to?

Answer 11

Xero file Library

Question 12

Once documents and their data are published to Xero, it is matched to?

Answer 12

The corresponding bank feed? with original document attached