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Integrating Receipt Bank with Xero

Self-paced learning
Launch course

3 Advisor credits

Free

1 HOUR

Learning objectives

  • Find out how to use Receipt Bank to significantly reduce the time it takes you to deal with paper receipts and bills
  • Understand how to use the Receipt Bank to Xero workflow to reduce errors in data entry
  • See how to check the Receipt Bank lists that synchronise suppliers with Xero, learn how to set up rules and users

Course outline

    See how Receipt Bank integrates with Xero to pull data from invoices and receipts, and push it into Xero – providing a real-time view of your small business’ accounts.

Pre-course preparations

Build a digital practice. Watch how Chaddesley Sanford have transformed their accounting services using Receipt Bank.

Topics covered

  • Expense claims

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