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所在平台: Udemy |
课程主页: https://www.udemy.com/course/hubdoc-basics-for-business/
课程评论:没有评论
**课程名称:Hubdoc基础入门** **课程概述:** 本课程专为希望简化业务流程、为企业增添新服务的企业主和记账员设计。Hubdoc是一款用户友好且适合小型企业的文件管理软件,可以帮助您高效地开展业务。本入门课程无需您事先使用过该软件。 **您将学到:** * Hubdoc的安装与设置 * Hubdoc的工作原理及优势 * 如何自动导入文件 * 如何将Hubdoc与Xero同步(在Xero中创建附有原始文件的交易记录) * 如何设置供应商规则 * 如何添加和管理集成 * 如何进行云端备份 * 如何邀请其他用户(同事、会计师、记账员等) * 如何设置双重身份验证 * 如何解决常见错误 * 如何对相关供应商进行分组 * 如何添加标签和备注
Are you a business owner or bookkeeper that is looking to streamline your business processes?Looking to add more services to your business?Then this course is for you!This course is all about learning the basics of Hubdoc for your needs. This is a beginner course, so you don't need to have used the software before to get started. Hubdoc is a user friendly document management software which makes it great for small businesses. Hubdoc helps to streamline administrative tasks including entering bills and receipts manually, which will help you run your business more efficiently. I show you step by step how everything is done in Hubdoc. You can watch the videos and follow the steps and you have the option to refer back to the videos at anytime.In this course you will learn:How to setup HubdocHow it works and the benefits of using HubdocHow to automatically import documentsHow to sync Hubdoc with Xero - create transactions in Xero with the original document attached.How to setup supplier rulesHow to add and manage integrationsHow to backup to the cloudHow to invite other users - co-workers, accountants and bookkeepers etc.How to setup two factor authentication How to trouble shoot common errorsHow to Group related suppliers How to add Tags and notes