đ± These steps are for the XBert Capture app
They describe what you'll see in the app itself, on a phone or in a browser, from setting it up for the first time through to using it day to day.
XBert Capture is a separate app from XBert. Anything that happens inside XBert is covered in the collections for your firm.
Send a receipt
Tap the + button.
It works from anywhere in the app and opens Capture Receipt straight away.
Under Select Source, choose Camera or Photos.
Camera takes a photo there and then.
Photos picks something you already have.
Files let you choose from saved files on your device
Check what you've got.
Tap Retake or Reselect if it isn't right.
Check the Payment Method, and tap Change if this one was paid differently.
Add anything your bookkeeper needs to know under Add a Comment (Optional).
Tap Send Receipt.
You'll see Upload Complete when it's through.
đĄ The payment method is usually already right
Your bookkeeper sets a default, so it says Set by your bookkeeper. Change it only if this one is different. If there's only one set up you'll see The only method set up for this business. instead, and there's nothing to choose.
Send several at once
Two ways:
Pick Photos, then Choose multiple.
Or send the first, then tap Add another photo.
Each one goes in as its own receipt. Your comment is used for all of them, so the box changes to Add notes - used for all receipts.
When it's done you get a summary, for example 5 of 7 receipts sent · 2 already submitted - skipped.
Getting a photo XBert can read
Lay the receipt flat and get the whole thing in frame.
Good light, no shadow across it.
Straight on rather than at an angle.
For a long receipt, or one with several pages, a scanned PDF beats several photos.
If something goes wrong
What you see | What to do |
Please capture or select a receipt image first. | Nothing's attached yet. Take a photo or pick a file. |
You're told it's already been submitted | That exact file has come in before, so it's skipped rather than sent twice. Nothing else to do. |
Some of a batch failed | The summary tells you how many. Press send again to retry just those. |
Camera access is needed to capture receipts. or Photo library access is needed to select receipts. | Allow XBert Capture to use your camera or photos in your phone's own settings, then try again. |
What's next
Need help?
If you have any questions, our support team is here to help!
Email us at support@xbert.io, or in the app go to Settings and tap Help & FAQ to browse our help articles.