Scan credit card receipts to draft bill process
I would like to be able to use a "Scan to draft bill" process that enables user's to scan and upload their credit card receipts directly into Xero without them being processed as 'expense' claims.
The process would allocate the receipts directly to the individual user's draft 'bill' (e.g. "Bob Brown - Nov-26") that was listing under a single creditor (e.g. "Mastercard").
Then I, or another accounts payable administrator, would check them off against their statements received once received from the bank.
Any receipts that were allocated to the draft bill but were not listed in the banks statement would be 'transferred' as initial transactions to the draft bill for the next statements biling period.
If there is any way of automating the second part of the process as well, that would be great.
Anthony Alexander
shared this idea
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