Help Center
Setup guides and answers for invoice automation, integrations, and contractor submissions.
Connect Xero
2 min readAuthorise Xero in 2 minutes and start syncing bills automatically.
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Contractor Portal
5 min readField workers submit invoices from mobile. Admin reviews before any accounting sync - full control over every submission.
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Invite contractors
3 min readGive field workers mobile access to submit invoices and timesheets.
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Set vendor rules
4 min readHow Sumext learns your vendors and auto-approves future invoices. Includes Learn from History feature.
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Approval Rules
NewSet which documents need Owner or Admin approval before syncing to accounting. Rules, audit trail, email and WhatsApp alerts for approvers.
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Expense Submitter Portal
NewHow employees submit expense receipts via the restricted portal. Accounting-ready fields captured at submission.
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Auto-Rules & Learning
NewHow Sumext builds vendor-to-ledger rules. Includes Learn from History to build rules from past approved documents.
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Team Roles & Permissions
NewOwner, Admin, Member, Viewer, Expense Submitter, Contractor - what each role can and cannot do.
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Manage billing
2 min readUpgrade plan, switch to annual, manage contractor seats.
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Email Ingestion
GuideSet up your inbox address and receive invoices automatically.
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Upload Documents
GuideSupported file types, size limits, and multi-page PDF support.
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Xero Tax Codes
GuideHow GST, BAS Excluded and zero-rated codes are mapped automatically.
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Connect QuickBooks
GuideConnect QuickBooks Online and start syncing bills to your company.
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