Integrating your Receipt Bank and Xero Cashbook or Xero Ledger 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:
- Navigate to the ‘Account Settings’ page
- Click into the;
- General tab [if you have a Receipt Bank Business or Extract account]
- Integration tab [If you have a Receipt Bank Business Plus, Premium, Streamline or Optimize account]
Find out more about the different Receipt Bank products here.
- Click ‘Choose Integration’
- 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.
- Use the 'Publish all items to bank account' setting to specify a default section of Xero you'd like to publish Receipt Bank documents to.
- Start uploading your financial paperwork to Receipt Bank
- Categorise and code the transactions in Receipt Bank.
- Publish your documents Xero by clicking the green Publish button. They will be sent to the 'Bank account' field that you set in step 6, or that you specified in the 'Publishing' section of the Item Details page.
- After you've published, your items will appear in the 'Reconcile' page of the bank account you selected in Receipt Bank.
Note: Any documents that haven't been paid yet will sit under 'Account Transactions' until the payment appears in your Bank Statement or Bank Feed
Note: Duplicate items will be merged to prevent repeated transactions in your Xero account