Getting Started - Collect and review transactions from Xero

The next step in your Zeropath journey is to collect and review your transactions.

From the Getting started section, select Collect and Review Transactions.

Or select Imported Transactions from the side menu.

You will then see all imported transactions. If no transactions have been imported, click the Collect from Xero button on the right-hand side to begin the import.  Please note that only invoices dated on or after your baseline year has been determined will be displayed.

From here, you can review each imported Xero transaction and determine whether it is relevant for carbon reporting.

You should look out for transactions that relate to emission-generating activities, such as utility bills (electricity, gas, water), fuel purchases, mileage claims, rail travel, flights, accommodation, waste services, materials purchased and other business travel expenses. These types of transactions typically need to be collected and categorised, as they contribute to your organisation’s carbon footprint.

If a transaction doesn’t relate to an emission source (for example, general office supplies or non-operational costs), it doesn’t need to be included. You can select “Ignore this” or “Ignore all similar” once you’ve reviewed the similar items and confirmed they’re not relevant.

For relevant transactions, use the “Add carbon details” panel on the right and select the appropriate category.

Once you have identified the correct category, click on the transaction to review and confirm that all details are accurate.  As part of the import you can either use the quantity from Xero or the value and enter a price per unit to calculate the quantity.

When you are satisfied, you can either Save the 1 transaction or Save + apply to similar transactions.

You will then asked whether or not you want to create a rule for similar transactions.

If the transaction does not need to be matched use the Ignore button to remove it from the imported transaction list.

You will then see a green confirmation box confirming that the transaction has been saved and successfully linked.