I'm keen to utilise Hubdoc alongside Xero as a replacement for Autoentry in order to keep costs down now that it's a 'free' add on.......possibly more important than ever to be as cost effective as possible......
It seems to work well enough but I am having problems 'inviting' clients to Hubdoc accounts that I have set up. The access level options are 'upload only', 'Standard' and 'Accountant/Bookkeeper'.
My preference for clients is 'upload only' but I get the message 'This user can only be added as an Accountant/Bookkeeper'.
Does anyone know if this is because I have set these up with the same 'Organisation' email as the one that I am inviting in?