Document Manager
Send it in. It gets read, filed and posted.
Your own intake address, a phone capture screen for receipts, and a review queue that posts to Xero as awaiting approval.
- Supplier invoices, receipts, fuel statements, insurance invoices, finance agreements and lodged activity statements are each read into the register they belong to.
- Trusted suppliers with a default account code post automatically; everything else waits for a person.
- Company-card receipts become Spend Money with the receipt attached.
- The same invoice arriving twice is flagged, not posted twice.
Add the Review screenshot.