Why use your work list?
Once XBert has read a receipt, it creates a Receipt Capture work item on your work list, alongside your other work. That's where your team checks, edits and publishes receipts.
Each Receipt Capture work item is set up the way you configured the Bill Agent and Bank Transaction Agent, including who it's assigned to, its process, status and due date.
đĄ Receipts not landing with the right person?
Check how your Bill Agent and Bank Transaction Agent are set up. You can apply changes to existing Receipt Capture work items too.
đ Read more here: How To: Customise and Configure Receipt Capture Work Items
Show only Receipt Capture work items
Open your work list.
At the top, click the receipt icon.
Hover over it and you'll see View Receipt Capture Work Only.
Your work list now shows only Receipt Capture work items. Click the icon again to see everything.
This works in both the list and board views. It can't be combined with the XBerts or Tasks filters, so turning it on turns those off.
Recognise a Receipt Capture work item
It has a receipt icon.
Its title is the supplier's name and the total, for example Officeworks AUD 45.50.
Receipt Capture work items don't show when you filter by XBerts or Snoozed.
Narrow it down further
Use the work list's other filters with the Receipt Capture filter to find what you need, for example:
Assigned to me, to see only your receipts
a client, to see one client's receipts
a process or status
Overdue, to see receipts past their due date
Open a Receipt Capture work item
Click the work item.
By default, the edit screen opens straight away so you can check the receipt.
Check and correct the details, then publish.
To see the receipt on the Receipt Capture page instead, click View at the top of the work item.
đ Read more here: How To: Edit Receipt Details Before Publishing
đ Read more here: How To: Publish a Receipt
What's next
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