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3. Review and Publish Receipts

Check what XBert read, correct the supplier, lines and coding, then publish the transaction to your client's ledger.

2 authors12 articles
How To: Read the Receipt Capture ListFind your way around the Receipt Capture page: what each column means, and how to filter, search and sort your receipts.
How To: Publish Supplier Credit Notes to XeroPublish credit notes your client receives from suppliers to Xero as supplier credit notes, with the document attached.
How To: Open and Preview a Captured ReceiptOpen a receipt from the Receipt Capture page to see the original file, check what XBert read, and take the next step.
How To: Edit Receipt Details Before PublishingCheck and correct what XBert read from a receipt, such as the supplier or customer, date, lines, accounts and tax, before you publish it.
How To: Merge, Split, Add or Remove Receipt LinesReshape a receipt's lines before you publish it: merge them, split them, add lines XBert missed, remove them, consolidate them into one, or go back to the original lines.
How To: Attach a Document to an Existing BillTurn a captured bill, expense or sales invoice into a supporting attachment on another bill, instead of its own transaction. Only bills can take supporting documents.
How To: Work With Emails That Have More Than One AttachmentSee how XBert sorts an email with several attachments into bills and supporting documents, and how to change what it did.
How To: Publish a ReceiptPublish a receipt to create the bill, expense, sales invoice or credit note in your client's accounting software, with the receipt attached.
How To: Publish RCTIs and Account Sales as Sales InvoicesPublish sales documents your client receives, like RCTIs and account sales, as sales invoices so they're recorded as income.
How To: Continue Publishing a Receipt Held for ReviewWhat Held for review means, and how to check a receipt's figures so you can publish it.
How To: Find Receipt Capture Work Items on Your Work ListUse the Receipt Capture filter on your work list to see Receipt Capture work items and who they're assigned to.
How To: Delete a Captured ReceiptDelete a receipt from Receipt Capture or from its work item, and see what happens to anything already in the ledger.