Review a document and export it

Open a ready document

Documents that our team has approved are marked Ready. Open one to see the original on one side and the extracted data on the other.

What you can review

• Bills and invoices: supplier or customer, transaction type, reference, date, due date, total, currency, notes and the line items.
• Bank statements: the bank account, account holder, statement dates, balances and a grid of transaction lines you can edit.

Save and export

Save keeps your changes in Doctraction. Save & export sends the document to your connected Xero with the original file attached. To export several documents at once, select them in the list and use Export selected.

If an export fails

A failed export keeps its message on the document until it is exported successfully, so it is never silently lost. Fix the problem it describes (for example a missing account or tax code) and export again.

Changed it after exporting?

If you edit a document after it was exported, it is flagged as changed. Re-export to update the existing record in your accounting software.

No accounting software connected yet? See Connect your accounting software.