sblive Xero Guide

There are several ways you can do this:

1. In your inbox, click on the item you want to publish, check all the details and click ‘Publish’ at the top of the page. 2. If you are sure that details are correct, you can publish an item directly from your inbox. To do this, click on a green button on the item’s row. 3. You can publish items in bulk from your inbox. Click on the checkbox on the item’s line and then click ‘Publish’ from the top line menu.

Once an item is published, it’s status changes to ‘In processing’, from which point it will take about two hours to appear in Xero.

Create an expense report within Receipt Bank to summarise the expense information.

To add an item to Expense Reports, select it in your inbox by clicking the checkbox on the left and click Add to expense report.

In the pop up window, you can select whether to add this item to an existing report or create a new one. If you choose to create a new report, you will need to enter who this report is for and report date.

Note that once you move an item from your Inbox to expense reports, it will automatically move into Archive.

This feature automates the creation of expense reports.

• To start set up, click on Effortless expense reports in the top right corner

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