How to itemise transactions 

on the one receipt in Xero

There are going to be times when you have the one receipt, but needs to be itemised into different Account Codes.  


Itemise transactions on the one receipt
This is a very simple process and if you follow our steps below, you can't go wrong.






Step 1:     On your dashboard in Xero on desktop,  Click on the down arrow next to your business name on the left and click on Files

Step 2:     Tick the receipt which you want to itemise the transactions and then Add to new Bill

Step 3:     Fill in all the details that you have hopefully already learnt in How to attach your receipt to a transaction in Xero 

Step 4:     Then add a new line for each transaction that needs to be Account Coded differently.  You may have 3 items for 1 Account Code Materials on one line and 2 items for Account Code Stock on another line and 1 item for Account Code Motor Vehicle Expenses on the third line.  Then click Approve and your'e done.

Invoice on computer screen



Location: Emerald VIC 3782, Australia

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