Integrating your Receipt Bank and Xero account will ensure that receipts, invoices and other paperwork are extracted and formatted in the perfect way for your end-to-end financial process.
To integrate with Xero:
1. Navigate to the Connections section of the menu
2. Click on Integrations
3. Click the green Choose Software button
- Select Xero from the menu
- Follow the on-screen instructions. These will instruct you to log in to your Xero account to complete the integration.
Your Chart of Accounts from Xero will be imported into Receipt Bank and can be found on the Categories page under the Lists section of the menu.