Thursday, February 29, 2024

How to upload receipts to Xero?

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Upload receipts to Xero using Receipt-AI:

1. Sign up on Receipt-AI (Business Basic Plan+).

2. Connect your Xero account.

3. Upload your receipts via Email, SMS, or directly from the website.

* Each file is renamed with a consistent format in Xero by Receipt-AI: the date of the transaction, vendor name, total amount and memo(If any), such as '2024-08-24_the-home-depot_107.34', making it easy to find and match to bank transactions with just one-click.

Where can I find the receipts in Xero?

Click Reconcile [xx] items, then Account transactions.

What does the receipt look like in Xero?

All Receipts will be formatted as ‘Date-Name-Total-Memo’ for quick navigation, making matching receipts to transactions very simple with just one-click.

How to reconcile in Xero?

Learn more: How to reconcile in Xero.

Why does it take a few days for transactions to show up in Xero?

Transaction Processing Time: The date you initiate a transaction with a vendor is the date you expect it to be recorded. However, it can take several days for the transaction to be processed by the vendor's bank, your bank, and the payment processing system. During busy periods, weekends, or holidays, this delay can be longer. Therefore, the transaction date in Xero is the date when the transaction clears your bank account, not when it was initiated.

* Using Receipt-AI to immediately upload your receipts using SMS, Email or drag and drop minimizes the risk of losing them and ensures all purchases and supplies essential for company operations are documented in Xero, despite bank transaction delays.