Connect Receipt Bank with Xero and Zave

In this article we will walk you through the required steps to connect Receipt Bank to Xero and Zave.

Receipt Bank Account

Login to receipt bank using your Client Manager email

1. Click on Add Client

 

2. Enter in details

 

RB setup table-2

 

3. Grant Receipt Bank access by providing access to relevant individuals

Those who have access will be able to see the client on your dashboard. Once you have selected these please hit 'save'.

4. Add other user profiles

Access Account Settings → Maintain Users → Add a new user

5. Enter in details

 

RB setup table 2-1

6. Integrate Xero account to Receipt Bank

Go to Account setting → Integration

 

Select Xero under software

 

Log in the Xero Account and select the Client's Xero to complete the integration.

Please note that if the Client has not given your practice the access to Xero, you won't be able to see the Client's Xero account in the drop-down list. Please ensure your Client gives your Standard or Adviser Level users profile so that you can complete this step.

7. Link users to Xero Users

*Can only be done once the user has accepted Xero invite.

Go to Account Setting → Maintain Users → Link users to Xero

 

8. Indicate completion of Receipt Bank connection in Client Management Portal

Go to Entity → Users → Click the triangle to open the Users details → Tick the checkbox to indicate Receipt Bank Connected

RB setup 3

9. Send completion email to users

You can now notify the users of the completion of the Receipt Bank connection either via email or task on Zave. The users you set up just now can start submitting the staff expenses and bills to your Client now.


As a general guideline on submissions:

  • Use the client-facing registered email address when submitting. You can find them under Entity Details. There will be three different client-facing emails for bills, expenses and paidproof respectively.
  • Submit receipts/expenses/paidproof to the corresponding emails:

Bills

Invoices for the business, whether they have been paid yet or not.

Expenses

Personal reimbursable items that will be tied to the user who's email submitted them.

Paidproof 


Expenses or Invoices that have been paid from a company card/ payment source that does not need reimbursing.