What the preview panel is for
Opening a receipt from the Receipt Capture page shows you the original file next to the list, so you can check it without leaving the page. From there you can see what XBert read, go to its Receipt Capture work item, or take the next step depending on where the receipt is up to.
š” You edit and publish from the work item
The preview panel is for checking a receipt. To change its details or publish it, click Open to go to its Receipt Capture work item.
Open a receipt
In the left-hand menu, click Receipt Capture.
Click the receipt in the list.
The preview panel opens on the right, showing the receipt's status at the top.
You can also get here from a Receipt Capture work item by clicking View.
Look at the receipt
The preview panel has four tabs down the side. Hover over each one to see its name.
Tab | What it shows |
Details | The original file. You'll also see your client's comment if they added one, and the reason if XBert couldn't read it. |
Extracted Text | The text XBert read from the receipt. |
Audit Trail | Everything that has happened to the receipt, step by step. |
Memories | What XI remembers about this supplier. Memories aren't used for sales invoices, because the other party is a customer, not a supplier. |
In the Details tab:
PDFs have page, zoom and search controls.
Images have Zoom Out, Reset Zoom and Zoom In. You can also zoom by holding Ctrl (or Cmd on a Mac) and scrolling.
š Read more here: How To: View Extracted Text and the Audit Trail for a Captured Receipt
Buttons at the top of the panel
Button | What it does |
Open Receipt | Opens the original file in a new browser tab. |
Delete | Deletes the receipt. You'll be asked Delete document? first. |
Close | Closes the preview panel. |
ā ļø Deleting can't be undone
Deleting a receipt also deletes its Receipt Capture work item and removes it from your client's XBert Capture app.
š Read more here: How To: Delete a Captured Receipt
What you can do next
The buttons under the receipt's name change depending on where the receipt is up to.
Button | When you'll see it, and what it does |
Open | Once the receipt has a Receipt Capture work item. Takes you to the work item, where you edit and publish it. |
Process now | When the receipt is Queued. Starts reading it straight away. |
Reprocess | When the receipt has Failed. Tries reading it again. |
Process | When the receipt is a Duplicate. Reads it anyway, after you confirm in the Duplicate Receipt Detected window. |
Process separately | When the receipt is Awaiting grouping. Reads it as a receipt of its own. |
Promote to its own transaction | When the receipt is Attached to bill. Takes it off that bill and reads it as a receipt of its own. |
Attach to existing billā¦ | Before the receipt is published. Adds it to another bill as a supporting document, whether it was captured as a bill, an expense or a sales invoice. |
Change to Approved or Change to Draft | On bills and sales invoices for Xero clients, before they're published. Changes whether it goes to Xero as a draft or approved. |
Change to Sales Invoice or Change to Bill | On bills and sales invoices for Xero clients, before they're published and while they aren't processing. Reprocesses the receipt as the other type, and any edits already made to it are discarded. Expenses can't be switched to a bill or sales invoice. |
š Read more here: How To: Resolve and Reprocess Failed or Duplicate Receipts
š Read more here: How To: Attach a Document to an Existing Bill
š Read more here: How To: Choose Whether Bills and Sales Invoices Go to Xero as Draft or Approved
š Read more here: How To: Publish RCTIs and Account Sales to Xero as Sales Invoices
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io