Remittance Go Getting Started Guide
A walkthrough of your first login — Xero, your first remittance, and your email queue.
Overview
This tutorial covers everything to check out the first time you log in to Remittance Go — connecting Xero, uploading your first remittance, setting up your email queue, adding team members, and choosing a default bank account.
Connect to Xero
The first time you sign in, you'll be prompted to connect to Xero. Click Connect to Xero, select the Xero file you want to connect, then hit Allow Access.
Step 1: Upload your first remittance
Test adding a remittance advice to create a batch payment. There are two places you can do this:
- Remittances (files) — for general batch payments, where one payment covers multiple invoices. Drag and drop your file, or click to select it. Remittance Go reviews the file in the background and compares it to your Xero file so you can check and process it as a batch payment.
- Per Invoice Payment — for remittances where multiple invoices were paid separately rather than as one batch, so each hits your bank account as an individual payment.
You can also use the remittance text area to paste raw text — for example, remittance details sent in the body of an email rather than as an attachment.
Step 2: Set up your email queue
In the email area, create an email address based on your business name. Forward emails with remittances attached to this address to add them to the queue below. Remittances in the queue are reviewed the same way as those uploaded via the files or per-invoice areas. Note that the email queue is for batch payments only.
Step 3: Add your team members
Go to Settings > Team to invite team members who need access. They'll receive an email invite to sign up and connect to your team. Team members can access the email queue and drag and drop files of their own.
Step 4: Set a default bank account
Set up a default bank account so it's automatically selected whenever you create a batch deposit.
More scenarios
The video tutorial section has help videos covering common scenarios that differ from a standard remittance — underpayments, overpayments, incorrect invoice numbers, invoices paid in error, and more.
Getting support
Click the support button on the side to email us at admin@remittancego.com, or book a 15-minute support call to run through any specific questions you have.
How to Process Remittance Advices into Xero
A step-by-step walkthrough of the core Remittance Go workflow — upload a remittance advice PDF, review matched invoices, and create the batch payment in Xero.