Review and fix receipts

Resolve a Review item

Review items are pinned to the top in red and explain the problem in plain words. Open the receipt, correct the highlighted value, choose the relevant category, account or department, then select Confirm & post to Xero.

Use Remember this choice when the answer should apply again. Leave it off for an unusual purchase.

Foreign-currency receipts

If the receipt currency differs from the selected payment account, Quenta asks for the amount that was actually charged. Check your banking notification or statement. Quenta preserves the original amount and currency in Xero and sanity-checks unusual exchange rates before posting.

Change a Submitted receipt

Open a Submitted receipt to:

• Recode the category, account or tracking choice on the same Xero transaction.
• Move it when the amount, organisation or paid-from account is wrong. This recreates the transaction safely.
• Delete it from Quenta and Xero.
• View in Xero to open the source transaction.

Xero can reject changes to reconciled transactions or locked accounting periods. Quenta will show that reason rather than silently changing the record.