Once you upload a document into Apron and all the details have been populated into the relevant fields, provided your company is connected to Xero or QuickBooks, you can publish the document to your accounting software.

You can publish a document both from the main view in the 'Inbox' section of the 'Purchases' or 'Sales' tab or from the document review screen. In both cases, simply click on the yellow 'Publish' button.

If the document has previously been archived, you need to first find it in the 'Archive' section, click on the three dots visible on the right side and select 'Unarchive'. The document will appear back in your 'Inbox' section, where you can publish it.

After publishing the document to the accounting software, depending on your choice, Apron will create a Bill or Spend Money transaction in Xero or a Bill or Expense in QuickBooks when the underlying document type is Bill or Receipt, or Credit note if the document type is a Credit note.

For Xero companies, you also have the option to specify if the Bill should be published to 'Draft' / 'Awaiting Approval' / 'Awaiting Payment' in the 'Xero preferences' section of the document review screen.