Receipt Bank

Auto Publish in Receiptbank

I’ve been testing auto publish in receipt bank for the last few months with good results.

You set the:

  • Category (Account code in Xero)
  • Tracking category,
  • Due date,
  • Tax rate
  • Where you what the item published (Bill / spend money /Classic expense claims)

Then receipt bank automatically posts it.

You can set receipt bank to post all items but for the moment we are running on a supplier basis to ensure the tax and account codes are correct with new suppliers.

You can access auto publish by clicking “set supplier rules”