Drop documents in. See clean records in Xero.
The Xero receipt and invoice integration turns source documents into mapped purchase bills and sales invoices, sends them with the original attached, and keeps every decision easy to trace.
Northstar Office LtdWaiting in Tallently
—Meadow & Co StudioWaiting in Tallently
—Harbour Roasters LtdWaiting in Tallently
—Your Xero structure becomes Tallently's destination.
Bring in the accounts, VAT rates and tracking context you already use, confirm the mapping and choose how clean records should move.
Your Xero organisation, securely connected.
Authorize Hawthorn & Field once. Tallently brings in the bookkeeping structure it needs, without asking your team to rebuild it.
Clean records make the whole picture clearer.
A Tallently-owned view of the accounting outcome: bills, invoices, source documents and the tasks still needing attention.
Bills ready for the books
Northstar Office Ltd Original attached
BILL-0782£1,284.00 Awaiting paymentHarbour Roasters Ltd Original attached
BILL-4821£436.40 Awaiting paymentThe context your records need, carried through.
Tallently keeps the important choices visible before publishing, then follows the status after the record arrives.
Tax treatment stays explicit.
Review the selected Xero VAT rate beside the extracted net, tax and gross values.
Useful reporting detail goes with it.
Carry the team, location or project context your Xero reporting already depends on.
Tallently stays useful after publish.
Paid and unpaid status can return without turning Tallently into a second ledger.
A failed publish becomes a clear next step.
Tallently isolates the item, explains what needs attention and lets the rest of the batch continue. Retry when it is fixed; the history stays intact.
- Clear error statesSee which record stopped and why.
- Safe retryPublish again without recreating the document.
- Complete audit trailEvery attempt and correction remains visible.
OFFICE LTDBill #BILL-0782
Original PDF · 184 KB
Published never means hard to find.
Search the original, structured data and complete history long after the record reaches Xero.
Everything before your first publish.
Connect the organisation you already run and keep the source attached from day one.
What does Tallently pull from Xero?
Tallently pulls the chart of accounts, VAT rates, contacts and available tracking categories so extracted data can be mapped to the structure your books already use.
Which records can I publish?
Publish clean purchase bills and sales invoices individually, in a selected batch or automatically through trusted supplier rules. Anything uncertain stays in Review first.
How are VAT rates handled?
Tallently maps extracted tax information to the VAT rates available in your connected Xero organisation. The selected rate remains visible and editable before publishing.
Does the original document reach Xero?
Yes. Tallently publishes the structured record with the original receipt or invoice attached, while retaining the searchable source and complete history in Tallently.
What happens if a record fails to publish?
The item moves to a clear error state with a reason and retry action. Other ready records can keep moving, and every attempt remains in the audit history.
Can payment status sync back?
Paid and unpaid status can sync back from Xero, so the Tallently record stays useful after publishing without becoming a second ledger.
Make Xero the destination, not the data-entry job.
Drop in the documents. Tallently handles the path to mapped, attached records.