Page 15 - CBS Client Handbook

10. ​DO​ use the Multiple or Combined snap option

Multiple​ – If you have a big pile of single page receipts or
invoices to add, then you can use the multiple image feature to
snap and submit multiple pages.

Combine – ​If you have one invoice with many pages – say a
utility bill, a phone bill or perhaps an expenses claim with
supporting receipts, then you should use the combine image
feature to snap and submit a multiple page document.

Snap. snap, snap and submit.

Your Hubdoc banking connection can become disconnected from time to time. This is
common when your bank has updated it’s encryption. While we know this can be
frustrating to have to reconnect. This is a good thing as your information is being
kept safe. Click ​here​ to watch a quick 2 minute video on how to reconnect your
accounts. Just remember to not add any new accounts without speaking with us in
advance to be able to adjust your flows.

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