Remittance Go Getting Started Guide
A walkthrough of the Remittance Go interface — connect your Xero account, upload your first remittance advice, and process your first batch payment.
Overview
This tutorial walks you through the main Remittance Go interface. By the end, you'll understand how the app is laid out, how each remittance format works, and where to find your Xero settings.
The video above is a broad overview — it covers the full interface from top to bottom, so it's a good place to start if this is your first time logging in.
You've already connected Xero
At this point in the setup, your Xero account is connected. Remittance Go uses this connection to look up your outstanding invoices and create batch payments on your behalf — you don't need to do anything else to authorise it.
If you ever need to reconnect or switch Xero organisations, you can do so from the Xero Settings page.
How remittance formats are processed
Remittance Go handles three types of remittances. Each one follows the same review and approve flow — the difference is in how the data is extracted upfront.
PDF remittances
Upload a PDF remittance advice and Remittance Go reads the document to extract supplier name, invoice numbers, and payment amounts. This works for standard PDFs sent by email, as well as scanned documents. Once extracted, the matched invoices are presented for your review before anything is posted to Xero.
Text remittances
Some suppliers send remittance details as plain text — either in the body of an email or as a .txt file. Paste or upload the text and Remittance Go parses it the same way as a PDF. This is useful when a supplier doesn't attach a formal remittance document.
1:1 Payments
For straightforward cases where a single payment covers a single invoice, use 1:1 Payments. You enter the supplier and amount, and Remittance Go matches it directly to the open invoice in Xero — no document upload needed. This is the fastest path for simple, unambiguous payments.
Xero settings
The Xero Settings section lets you configure how Remittance Go interacts with your Xero account. Key options include:
- Bank account — choose which Xero bank account batch payments are created against by default
- Connecting new Xero files — add as many Xero files as you have access to, for example, if you manage Xero for multiple companies
These settings apply globally, but you can override them on individual remittances during the review step.
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.