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”
