1. Set Up Receipt Capture
Switch Receipt Capture on client by client, set up payment methods, and decide how receipt work items are created for your firm.
By Sunniva1 author6 articles
- How To: Turn On Receipt Capture for Your ClientsSwitch Receipt Capture on for one client or many at once with Bulk Actions, and find each client's receipt email address.
- How To: Customise and Configure Receipt Capture Work ItemsUse the Bill Agent and Bank Transaction Agent to choose the process, status, role, due date and priority every new Receipt Capture work item gets.
- How To: Choose Whether Bills Go to Xero as Draft or ApprovedDecide whether bills from Receipt Capture wait in Xero's Drafts for review or go straight to Awaiting Payment, for a whole client or a single receipt.
- How To: Configure Payment Methods for Receipt CaptureSet up the payment methods your client picks from in XBert Capture, and choose a default payment method for each client.
- How To: Block Sender Emails for Receipt CaptureStop emails from a specific sender being captured as receipts for a client.
- How To: Choose Whether the Edit Panel Opens AutomaticallyChoose whether the edit screen opens straight away when you open a Receipt Capture work item.