Publishing
Once you’ve submitted a document to Envoice, it will be processed and presented in the Envoice.
You can then publish the item to Xero by pressing the green ‘Publish’ button beside the document.
Documents can be published to:
- Purchases
- Bank Accounts
How to change the publishing destination?
Envoice will publish your documents depending on the selected payment method. Each payment method can have different a publishing destination.
To change the publishing destination of the payment method:
- Login to Envoice
- Go to Settings - Bookkeeping - Payment Methods
- Open payment method and change the Publish To. In case you selected Bank Transaction, please select a bank account.
- Click Save'
Now the payment method has a new publishing destination and document with the payment method will be published correspondingly.
Learn more about payment methods and linking them to your accounting software