Overview
In this article, you will learn how to publish documents that were uploaded to SmartDocs 360.
To publish documents please complete these three steps beforehand.
Instructions
To publish a document to Xero, this is completed through the document details page, this can be accessed by selecting a document from the documents screen.
The document details page displays the data extracted from the document, allowing users to edit them as needed.
Document types that can be published to Xero | Publish as status | Publish to Xero | |
---|---|---|---|
1. |
Invoices, Receipts, Utility Bills (electricity, gas, phone, solar panel). |
|
Creates Xero bill with the document attached. |
2. |
Property Settlement Statements |
|
Creates Xero manual journal with the document attached. |
Requirements to publish a document
- For Invoices, Receipts and Utility Bills, a supplier must be selected on the document details page. If the contact does not exist, please add the contact in Xero. New Xero contact will flow through to SmartDocs 360 automatically.
- Categories (Xero’s chart of accounts) must be selected for line items (invoices/receipts) and summary (utility bills). If the category does not exist, please add the account in Xero and refresh the Documents page to reload data from Xero.
- Where there are validation errors preventing you from publishing, the [Publish to Xero] button will be greyed out and errors displayed on mouse hover over.
- To resolve any validation errors for line items, click on the pencil icon on the corresponding line to edit the data.