Yes, in all three ways:

Yes. If an email has no attachments, XBert turns the email itself into a PDF and reads that.

Yes, when they send it from XBert Capture. They can add a comment before tapping Send Receipt, and it shows on your side as Client comment.

Yes. If the email has attachments, the short message typed at the top of the email (up to 500 characters, not the signature or forwarded thread) is saved with each receipt as an Email note. If the email has no attachments, the email itself is turned into a PDF and read instead.

Yes, but it arrives as a bill, because emailed receipts always do.

Before it's published, open it on the Receipt Capture page and click Change to Sales Invoice in the preview panel, or add it yourself with Add Receipt and choose Sales invoice. Sales invoices are for Xero clients only.

👉 Read more here: How To: Publish RCTIs and Account Sales to Xero as Sales Invoices

No. XBert reads every receipt against that client's own accounting file, so it needs to be read again for the right client.

Delete it from the Receipt Capture page, then add it again for the correct client.

No. Emailed receipts always come in as bills, and a bill can only be switched to a sales invoice, not to an expense. If a receipt has already been paid, add it yourself and choose Expense, or ask your client to send it from XBert Capture and pick the bank account it was paid from.

No. Only bills and sales invoices can be switched between each other, in the preview panel before it's published, so to turn a bill into an expense, delete it from the Receipt Capture page, then add it again and choose Expense under Publish as.

No. Each photo or file becomes its own receipt. For a long or multi-page receipt, scan it into a single PDF and add that instead.

No. Receipt Capture creates bills, expenses and sales invoices, but not credit notes, so enter credit notes in your client's accounting software. If a bill's total is negative, publishing pauses with a warning that it may be a credit note, so you can check it, but a sales invoice with a negative total is held and can't be published.

No. Emails and documents sent in for that client are ignored, and they won't appear when you add a receipt yourself.

👉 Read more here: How To: Turn On Receipt Capture for Your Clients

Not at the moment. Each client's receipt email address is set by XBert and can't be changed.

Not yet. One file becomes one receipt. Send each receipt as its own file, or have your client use Multi Receipt in XBert Capture.

No. In the XBert Capture app, your client picks a payment method and can add a comment. XBert codes the account and tracking, and your team checks them before publishing.

No. Small images embedded in the email, like logos and signature images, are ignored. Larger images, and tall document-shaped images such as screenshots or photos of receipts, are kept.

When you use Add Receipt, you can add PNG, JPG or PDF files, up to 20MB each.
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Emailed PDFs and images (JPG, PNG and GIF), including screenshots, are read too.
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HEIC, WEBP and TIFF images aren't accepted by email, so convert them to JPG or PDF first. Up to 25 attachments per email are read, so send bigger batches across several emails.

No. Anyone in your team can use Add Receipt. You only need admin access to find a client's receipt email address in Settings.

Not on its own. XBert reads the receipt and creates a Receipt Capture work item for your team to check. It only becomes a bill, expense or sales invoice in your client's accounting software once it's published, either when someone on your team clicks Publish, or, for bills and expenses but never sales invoices, when it matches a Publish with XBert rule you've set up.

👉 Read more here: How To: Publish a Receipt
👉 Read more here: How To: Publish Receipts Automatically with an XBert Rule

XBert won't create a bill, expense or sales invoice from it. The receipt shows We couldn't find an invoice or receipt in this image. Retake the photo, or delete this item.