Publishing

Once a submitted document is processed in Envoice, you can send it to Scoro by clicking the green Publish button next to the item.

Documents can be published to the following destinations:

• Purchases

• Bank Transactions (This corresponds to Sales and Finance > Receipt and payment accounts in Scoro).

  • This option will create a payment in Scoro for that specific account.

  • Note: Scoro's receipt and payment accounts are automatically synced to Envoice as Bank Accounts. Learn more about Bank Accounts in Envoice.

Important Note: Publishing destinations in Scoro currently only support Expenses. You must add the document to an Expense Report in Envoice for the integration to take effect. If your Scoro account is connected to Xero, this setup also allows the expense to seamlessly sync as a bank transaction from Scoro directly into Xero, instead of a Bill.

How to Change the Publishing Destination

Envoice routes your published documents based on the payment method applied. You can set a unique publishing destination for each payment method.

Steps to update:

1. Log in to Envoice.

2. Navigate to Settings > Bookkeeping > Payment Methods.

3. Open the desired payment method and update the Publish To field.

   • Note: If you select "Bank Transaction," you must also choose the specific bank account from the dropdown.

4. Click Save.

Your payment method is now updated, and future documents using this method will automatically route to the newly selected destination.

Learn more about payment methods and linking them to your accounting software