sblive Xero Guide

1. Upload single or multiple PDF’s (up to 50 pages) 2. Email invoices and receipts straight to Receipt Bank

3. Add items through mobile app 4. Extract transactions from PayPal 5. Claim mileage expenses and send them directly to Receipt Bank using Tripcatcher 6. Add items through Dropbox 7. Set up Fetch to automatically collect all available documents from your connections and put them directly in your Receipt Bank account

If you uploaded one item in two chunks, you can merge them into one item.

To do this, select them by clicking checkbox next to them and from the drop down box on the top line menu select ‘Merge’.

When you publish an item, it is sent straight across to Xero. The system will automatically pick up the details from the picture, but before you hit ‘Publish’ you need to check and make sure they are correct.

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