3. Review and Publish Receipts
Check what XBert read, correct the supplier, lines and coding, then publish the transaction to your client's ledger.
By Sunniva1 author11 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: 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 or Remove Receipt LinesReshape a receipt's lines before you publish it: merge them, split them, 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 or sales invoice in your client's accounting software, with the receipt attached.
- How To: Publish RCTIs and Account Sales to Xero as Sales InvoicesPublish sales documents your client receives, like RCTIs and account sales, to Xero 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.