sblive Xero Guide

Receipt Bank is a platform, which allows you to get the information from purchase invoices without having to entry the data manually.

The information is sent automatically to Xero, depending on the type of purchase, it can be imported as a bill, expense claim or spend money transaction.

To access Receipt Banks within Xero, click on your organization in the top left corner and select App marketplace.

Before you can start using Receipt Bank, you need to set up an account. Sign up for a Receipt Bank web account, then follow these steps:

1. Log in to Receipt Bank 2. Go to Account Settings, click Integration and select Choose software 3. Click Xero and then click Go to Xero authorisation URL 4. Log in to Xero, select your organisation and click Allow access 5. Click Finish

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