sblive Xero Guide

To complete the setup, update your settings in Receipt Bank:

1. Select your tax settings 2. Choose your payment method rules 3. Turn on auto-publish to send your purchases to Xero automatically

1. Items added to your inbox 2. Archived items which were published to Xero 3. User who added an item 4. Item type, for example: invoice, receipt or credit note 5. Invoice/receipt date 6. Invoice/receipt supplier

7. Total amount due 8. Sales tax amount 9. Payment method 10. Match items together 11. Nominal code the invoice was assigned to 12. Note left by Receipt Bank (more details below) 13. Invoice status 14. Filter and search tab 15. Advanced search 16. Hide items added by others or by you 17. Add additional columns, for example: due date or invoice number

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