Accounts payable templatesAutomate missing receipt chasing in Xero
Modern finds company card transactions in Xero that have no receipt, emails each cardholder a short list, and attaches the receipts they reply with to the right transaction.
TriggerTuesdays and Fridays at 9:00
Steps5 steps, from trigger to sign-off
ControlBookkeeper approves coding before reconciliation
Free to start. No card needed.
Tuesdays and Fridays at 9:00The instruction
“Every Tuesday and Friday at 9:00, find card transactions in Xero over $25 with no receipt attached. Email each cardholder from Outlook a list of their missing receipts. When they reply, attach each receipt to the matching transaction and suggest an account code. Ask the bookkeeper to approve the coding before reconciling.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Find missing receipts
Lists card transactions over your threshold with no receipt attached.
Xero - 02
Email the cardholder
Sends each person one short list of their transactions with no receipt.
Outlook - 03
Read the replies
Matches each receipt to its transaction by merchant, date and amount.
Modern - 04
Attach and code
Attaches the receipt in Xero and suggests the account and tax code.
Xero - 05
Approve the coding
The bookkeeper approves the coding before the transaction is reconciled.
Xero
Replaces bill and receipt capture software
Still paying for bill and receipt capture?
This template does the job of Dext inside Modern. Run the stack audit to see what you could cancel across your whole finance stack.
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FAQs
Chase missing receipts for card spend: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Modern looks up the cardholder from the card account or a list you give it, and emails only the person who made each purchase.
Modern sends a reminder after 3 working days and lists anything still missing for the finance lead at month end.
Yes. Modern finds missing receipts and attaches them in QuickBooks, NetSuite, Sage or Xero.