Receipts, records and a little less admin

A woman in a teal jumper at a wooden desk, holding a phone over a till receipt lying on the desk, with a closed laptop and a notebook beside her.

29 October 20265 min read

How do bookkeepers get receipts from clients into Xero?

A bookkeeper needs each receipt attached to its Xero transaction. The simplest routes are a shared forwarding address, a photo from each person's phone, or a Xero login with the right role. Here is how each one works in Quenta.

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A person seen over the shoulder holding a phone in both hands and looking down at it, with a long narrow till receipt lying on a wooden desk beside them, a closed laptop and a blue mug behind.

28 October 20265 min read

How do you attach a receipt to a transaction in Xero?

Open the spend or receive money transaction, attach the receipt file from your device or Xero's files library, and save. Or photograph the receipt in Quenta and let it create the transaction with the image already attached.

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A woman in a teal jumper seen from the side at a wooden desk, holding a phone in both hands with her thumb on the screen, a long narrow till receipt lying on the desk in front of her and a mug beside it.

27 October 20265 min read

How can you code a receipt in Xero from your phone?

Coding a receipt means choosing the Xero account, tax rate and tracking for it. Quenta maps each receipt to the account you used for that kind of purchase before, and asks only when it is unsure.

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A person in a navy shirt at an oak desk opening a teal notebook with one hand while picking up a face-down black phone with the other

26 October 20265 min read

How do you stop receipts piling up before you reconcile in Xero?

Receipts pile up when capture waits for reconciliation day. Create the Xero transaction when you pay, with the receipt attached, and the bank feed line has something to match.

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