All CollectionsReceipt CaptureReceipt CaptureSet up Receipt Capture, get receipts in from your clients, and review and publish them to the ledger.By Sunniva and 2 others3 authors·28 articlesArticlesOverview: XBert Receipt CaptureWhat Receipt Capture does, how a receipt gets from arriving to sitting in the ledger, and which article to read first.FAQs: XBert Receipt CaptureAnswers to common questions about Receipt Capture: what it does, what it doesn't, how it's set up and what happens after you publish.Collections1. Set Up Receipt Capture6 articles·Switch Receipt Capture on client by client, set up payment methods, and decide how receipt work items are created for your firm.2. Send Receipts to XBert2 articles·The three ways receipts get in: add them yourself, forward them by email, or have your client send them from XBert Capture.3. Review and Publish Receipts12 articles·Check what XBert read, correct the supplier, lines and coding, then publish the transaction to your client's ledger.4. Get More From Receipt Capture6 articles·See how XBert reached its answer, sort out receipts that failed or look like duplicates, and teach it how to handle a supplier.
