Master the "Payment Inbox" in a few clics thanks to:
- payments' editing and validation ✍️ (1/2)
- export and consult validated payments 🗂 (2/2) - see below for more details
Following the payments' validation, click on the tab "To export" in order to check and export validated payments.
Check validated payments
Validated payments' information displayed in the tab "To export" are frozen on the payer side, this way you can make sure that no information is changed after review.
📝 No worries, should you need to make changes to an already validated payment, simply hover above the "validated" button and click on "undo" to unfreeze the information.
Export validated payments
Once you are ready to export your validated payments (either to Xero, if you have enabled the integration, or to .csv so you can then upload it to your own accounting software), simply click on the "Export" button in the top right corner of the page.
From the pop up, select the period (weekly, monthly or custom) you wish to bookkeep. The exported file contains several files compiled as:
A bank journal in .csv which includes all the transactions, whether validated or not, from the selected period
A purchase journal in .csv which includes all the validated transactions, whether previously exported or not, from the selected period.
All the receipt files downloaded according to the selected format
All the exported payments are displayed in the tab "Exported" for your knowledge.
🤓 You can validate and export payments with missing receipts. Once the receipt has been uploaded, a number will be displayed next to the tab "Exported" to notify you so that you can follow-up in real-time payments' updates.
You're now ready to roll 🚀