2. Adding Invoices from Receipt Bank to Xero

1. Log into Receipt Bank

2. Find the invoice the you want to add to Xero

3. Check that the amount is correct, including GST and that the correct account is chosen - for all stock purchases the account is Purchases.

4. If the account is not selected click on the invoice - then in category choose the correct account and hit "apply to all future items".

5. If the tax or total amount is incorrect update these also.

6. Once everything is correct and complete hit publish

7. Stamp the invoice with the PROCESSED stamp and place alphabetically in invoice folder, with newest invoices at the top e.g. if there are two invoices from the same supplier such as Phoenix the oldest invoice should be placed underneath the newest invoice

7. This will then be updated in Xero in a couple of minutes

Process Complete

Troubleshooting

If come up with an issue: Account Code "###" Is Not A Valid Code For This Document

This error message is because the 'Show in expense claims' box for the category has not been ticked in your Chart of Accounts in Xero.

To resolve, please go into your 'Settings' in Xero and then select 'Chart of Accounts'. Here you can click into each category and then tick 'Show in expense claims' box.

After doing this, don't forget to reload your categories list and try to republish the affected items (even though the error message may still appear).