Akrio FAQ’s

Yes, Akrio allows you to submit documents by email.

Go to the ‘+ Add Document’ panel and choose the ‘Costs’ or ‘Sales’ tab as per your requirement. You will find an Akrio affiliated email address in the ‘Send through email’. After copying the email address, compose a new email and paste the address into the recipient field. Attach your documents and send.
The document(s) will be added to your respective inbox.

You can delete, archive or unarchive by navigating to the ‘Inbox’ section in your ‘Costs’ WORKSPACES and open your invoice listing page.

1. To delete an invoice from your inbox invoices, you will find a ‘Delete’ button under the ‘Action’ column. Select ‘Delete’ for the invoice you want to delete.
2. To archive an invoice, select the invoice or invoices and click the ‘Archive’ button on the top of the invoice listing.
3. To unarchive an invoice, click on the ‘Archive’ section and unarchive the invoice or invoices of your choice by clicking the ‘Unarchive’ button.

See this article for more information on how to delete items and use archives.

Akrio supports multiple file formats, including PDF, JPG, and PNG, making it easy to upload and process invoices.

Akrio uses AI and machine learning to extract and validate invoice data with precision. Our system intelligently recognizes key details like dates, currencies, and amounts while minimizing errors. Continuous learning and regular updates ensure improved accuracy over time, helping businesses maintain reliable financial records.

Select the invoices, click Merge under Tools, and confirm the prompt. A new combined invoice will be generated.

See this article for more information.

1. To add/manage a supplier go to the Costs ‘Inbox’, select an item, and add a supplier from the ‘Suppliers’ field. If the supplier isn’t listed, click ‘Add Supplier’ and enter the details. Learn more.
2. To add/manage a customer go to the Sales ‘Inbox’, select an item, and add a customer from the ‘Customers’ field. If the customer isn’t listed, click ‘Add Customer’ and enter the details. Learn more.

Yes, you can add multiple users to your team. Navigate to the My Team > Team Members section and select "Add Multiple Users". Follow the prompts to complete the process.
See this article for how to add multiple users

To view or edit your client’s details, access the Manage Account section of your account. From the list, click the manage button next to the client you want to view or edit details.
See this article for more information on editing client details.

To manage users, navigate to My Team > Team Members. You’ll see the list of all users. Click ‘Manage’ next to a user to open a dropdown with management options.

To edit user settings, hover your username in the top-right corner and select ‘User Settings.’

Yes, Akrio allows you to manage your integrations your way.

1. On the General Xero Settings page, you can manage Costs or Sales item publishing, default destinations, and multi-currency options.
2. Under Tax Settings, you can configure tax preferences, including supplier tax rates and whether Xero or Akrio determines the tax rate.
3. To fix outdated connections, click Reconnect, log in to your accounting software, and follow the steps. Reconnection is required if a connection error appears.

Learn more about managing your integrations.