If you're a Hubdoc user and would like to have all of your Hubdoc documents on your Roger dashboard, you can easily forward any expense you receive through Hubdoc to Roger in a few simple steps.
Set up your forwarding email
- Log in to your Hubdoc account.
- Click on the Accounts tab on the top right side of the main page of your Hubdoc web app.
- Click on Destinations.
- Scroll down until you find the Email Forwarding section.
- Make sure you add both your payments RogerAddress (@pay.roger.ai) as well as your receipts RogerAddress (@receipt.roger.ai).
Set automatic forwarding for specific vendors
- Log in to your Hubdoc account.
- Click on the Accounts tab on the top right side of the main page of your Hubdoc web app.
- Click on the Manage Accounts tab.
- Find the vendor you would like to set up email forwarding for from the list.
- Click on the vendor and check the Forward to email addresses box.
- Select the RogerAddress email you'd like to forward this vendor's financial documents to.
- Check the Auto-send box in the vendor's settings in Hubdoc to start automatically forwarding all financial documents from this vendor to your RogerAddress.
- If you're receiving different types of documents from a vendor (e.g. bills and receipts) it is highly recommended that you manually forward this vendor's financial documents to the corresponding RogerAddress.
Need help? Don't hesitate to contact us via support@roger.ai or via our support chat (under Support in the iOS or Android app and in the bottom right corner of the web app).