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Working with Processed Files
Product Release Notes
Q3 2024
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Billing, subscriptions, payments
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Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Workflows
Creating Rules
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
For Accountants
Setting up your firm on Bluesheets
Back to home
Help Centre
Working with Processed Files
Product Release Notes
Q3 2024
Get Started
About bluesheets
Login & Account
Workspaces
Organizations
Billing, subscriptions, payments
Account errors
Uploading Files
Upload Methods
Common Questions
Integration Guides
Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Workflows
Creating Rules
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
For Accountants
Setting up your firm on Bluesheets
Working with Processed Files
What are ‘Item Options' and how can I use them?
Create an automated approval workflow with bluesheets
How do I set up a Matching Rule?
Creating Workflows
What is a workflow?
How do I set up a workflow?
Creating Rules
What is an Export Rule?
Do I have to create an automation rule for every type of document I upload?
What if I haven't set up a rule? Will my document get exported?
Can I set up 2 different rules for the same supplier?
Why do I have two rules for the same supplier? Should I delete one?
I have 2 different suppliers using the same account code. Can I copy rules from one supplier to another supplier?
Can I assign some aspects of the invoice to a different account code but the total to the first account code?
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