Secure document intake
Browse 12 code-inspected Xero guides for secure document intake, with exact routes, prerequisites, controls, verification evidence, limitations and troubleshooting steps.
Use Xero Document Intake for external PDF invoices
Detailed client guidance covering use Xero Document Intake for external PDF invoices, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUpload multiple invoice PDFs to Xero Document Intake
Detailed client guidance covering upload multiple invoice PDFs to Xero Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUnderstand PDF signature, MIME, size and duplicate checks in Xero Document Intake
Detailed client guidance covering understand PDF signature, MIME, size and duplicate checks in Xero Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideProcess a machine-readable PDF invoice with Xero Document Intake
Detailed client guidance covering process a machine-readable PDF invoice with Xero Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideHandle a scanned invoice with no usable text in Xero Document Intake
Detailed client guidance covering handle a scanned invoice with no usable text in Xero Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideConfigure an HTTPS structured-data extractor for Xero Document Intake
Detailed client guidance covering configure an HTTPS structured-data extractor for Xero Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUnderstand extractor endpoint, DNS, TLS and redirect protections for Xero
Detailed client guidance covering understand extractor endpoint, DNS, TLS and redirect protections for Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideProtect and rotate the Xero document-extractor bearer token
Detailed client guidance covering protect and rotate the Xero document-extractor bearer token, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideReview client matching before creating an invoice from an imported document for Xero
Detailed client guidance covering review client matching before creating an invoice from an imported document for Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUnderstand the Xero document confidence threshold
Detailed client guidance covering understand the Xero document confidence threshold, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideEnable or disable high-confidence automatic native invoice creation for Xero
Detailed client guidance covering enable or disable high-confidence automatic native invoice creation for Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUse the summary-line fallback only when the source evidence permits it for Xero
Detailed client guidance covering use the summary-line fallback only when the source evidence permits it for Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
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