Auto Publish in Receiptbank

Receipt Bank

Auto Publish in Receiptbank

Auto Publish in Receiptbank 900 900 Ralph Smith

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”

 

 

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