Published items in Receipt Bank can be sent different areas of Xero and as different types of item.
For items in the Costs workspace they are published by default to the 'Purchases' area in Xero. They are also able to be published to the 'Classic Expense Claims' and 'Bank Accounts' areas in Xero by changing the integration settings in Receipt Bank:
Before publishing items in the Costs workspace to Xero you are also able to change what type of item it will appear as in Xero. By changing the integration settings in Receipt Bank you can select 'Draft' 'Awaiting Approval, 'Awaiting Payment', and' Paid' (where possible):
For items such as sales invoices in the Sales workspace they are published by default to the 'Sales' area in Xero. They are also able to be published to the 'Bank Accounts' area in Xero by changing the integration settings in Receipt Bank:
Before publishing items in the Sales workspace to Xero you are also able to change what type of item it will appear as in Xero. By changing the integration settings in Receipt Bank you can select 'Draft' 'Awaiting Approval, and 'Awaiting Payment':
Please Note - you can only publish to 'Bank Accounts' and 'Classic Expense Claims' if you're using a Streamline, Optimize, Business Plus or Premium Receipt Bank account, Find out more about the different Receipt Bank products here.
Can’t find your item in Xero? Use the Receipt Bank Archive to locate it! Find your published item and click the “Open in Xero” button.
