# eggz Help Centre

> eggz connects your email to Xero in two minutes or less. Automate your invoices, bills, and more.

- [eggz Help Centre](https://eggz.ai/help/index.md): Learn how to connect Gmail to Xero with eggz to automate your invoices, bills, receipts, expenses, and bookkeeping from one help centre.
- [Getting Started with eggz](https://eggz.ai/help/guides/onboarding.md): Set up your eggz account, connect Xero and Gmail, choose an optional plan, and automate receipt capture and bookkeeping.
- [Dashboard and Navigation](https://eggz.ai/help/guides/dashboard.md): Navigate the eggz dashboard, read analytics widgets for revenue and expenses, and find key features across desktop and mobile layouts.
- [Understanding your three reporting views](https://eggz.ai/help/guides/reporting-views.md): Switch your dashboard between Billed, Collected, and Outstanding to see what you earned, what reached the bank, and what is still owed. Your data never changes.
- [Personalising your dashboard](https://eggz.ai/help/guides/personalising-dashboard.md): Rearrange, resize, add, and remove dashboard widgets in eggz to build a layout that's yours. Review your changes and save when you're happy.
- [Uploading Documents](https://eggz.ai/help/guides/uploading-documents.md): Upload receipts, bills, and invoices to eggz using drag-and-drop, the file picker, mobile camera capture, or automated email forwarding.
- [Upload receipts to Xero by email](https://eggz.ai/help/guides/email-in.md): Forward any receipt or bill to your workspace's own email address. eggz reads every attachment and creates a receipt you review before it reaches Xero.
- [Send emails to eggz with the eggz Nest label](https://eggz.ai/help/guides/gmail-eggz-nest.md): Connect Gmail and eggz adds an eggz Nest label. Put an email under it and eggz turns it into a pending receipt you review before it reaches Xero.
- [Expenses, Receipts, and Bills](https://eggz.ai/help/guides/expenses.md): Manage business expenses in eggz by reviewing uploaded receipts, reconciling Xero-synced bills, and tracking payment status in one place.
- [How Xero receipts become expenses](https://eggz.ai/help/guides/receipts-and-bills.md): eggz turns each Xero receipt into an expense, or keeps it as proof of payment on a bill, so the same purchase is never counted twice.
- [Editing totals and line items](https://eggz.ai/help/guides/editing-amounts.md): Edit a receipt's total and eggz keeps the line items in sync. Small edits are absorbed with an Undo. Bigger ones open a dialog that must balance to $0.00.
- [Receipts without a date](https://eggz.ai/help/guides/receipt-dates.md): When eggz can't read a date from a receipt it never guesses. The receipt is flagged Needs date until you set it, with a bank match or manual entry.
- [Capture Bills in ChatGPT & Claude](https://eggz.ai/help/guides/ai-bill-capture.md): Capture and categorise bills and receipts directly inside ChatGPT or Claude, then save them straight into eggz. No copy-paste.
- [Asking eggheadz](https://eggz.ai/help/guides/asking-eggheadz.md): Dock the eggheadz panel beside your page, float it over the page, or fold it into the pill. Resize it, and it remembers your width. Type @ to name a supplier, a document or a month in your question. Ask what you made and get a profit and loss card.
- [Invoices and Quotes](https://eggz.ai/help/guides/invoices-and-quotes.md): View sales invoices and quotes synced from Xero in eggz, track payment status, filter by customer, and monitor your sales pipeline at a glance.
- [Publish invoices & quotes to Xero](https://eggz.ai/help/guides/publish-to-xero.md): Publish a draft invoice or quote created in eggz to Xero in one click. Xero numbers it, then you review, approve, and send it from Xero.
- [Recording payments and partial payments](https://eggz.ai/help/guides/recording-payments.md): Record a full or partial payment against an approved invoice in eggz, and see how it flows into your Billed, Collected, and Outstanding views.
- [Customers and Contacts](https://eggz.ai/help/guides/customers-and-contacts.md): View, search, and manage customer accounts and contacts synced from Xero in eggz, including transaction history and contact details.
- [Xero Integration](https://eggz.ai/help/guides/xero-sync.md): Connect Xero to eggz to sync invoices, bills, quotes, payments, bank transactions, contacts, and your chart of accounts. Includes fixes for common sync issues.
- [Your Xero branding in eggz](https://eggz.ai/help/guides/xero-branding.md): Put your brand on every invoice and quote. eggz uses the branding themes you already built in Xero and shows the exact PDF Xero produces.
- [Workspace, billing, and team settings](https://eggz.ai/help/guides/settings.md): Configure your eggz workspace preferences, manage billing and subscription, invite team members, and set up Xero and Gmail integrations.
- [Changelog](https://eggz.ai/help/changelog.md): Release notes for the Help Centre, the eggz web app, and the eggz Tab Manager Chrome extension, newest first.
- [eggz Tab Manager](https://eggz.ai/help/unscrambled-tabs/index.md): eggz Tab Manager & Bill Capture: a workspace per client, bills sent straight from the page they are on, and a whole billing page collected in one run
- [Getting started](https://eggz.ai/help/unscrambled-tabs/getting-started.md): Install eggz Tab Manager, make your first workspace, and move your first tab into it, in about five minutes start to finish
- [Installing eggz Tab Manager](https://eggz.ai/help/unscrambled-tabs/install.md): Install the eggz Tab Manager Chrome extension from the Web Store, pin it to your toolbar, choose how it opens, and see what the permissions are for
- [Two ways to open it](https://eggz.ai/help/unscrambled-tabs/dashboard-and-side-panel.md): The floating card over the page, the pill it folds into, the docked side panel, the Open as setting that chooses between them, and the full-page dashboard
- [Workspaces & tabs](https://eggz.ai/help/unscrambled-tabs/workspaces.md): Create, switch, pin, file into folders and archive browser workspaces, plus saved tabs, saved links and bulk actions
- [Moving tabs into workspaces](https://eggz.ai/help/unscrambled-tabs/moving-tabs.md): Drag tabs into a workspace, folder or saved-links section, move by default, hold ⌥ Option or Alt to copy, and undo any drop
- [Rename & tidy tabs](https://eggz.ai/help/unscrambled-tabs/manage-tabs.md): Give any tab your own name, save pages for later, close duplicates, and put hungry tabs to sleep
- [Open Tabs view](https://eggz.ai/help/unscrambled-tabs/open-tabs.md): See every tab in every Chrome window in one tidy list, then jump, rename, suspend, save, and close duplicates from one place
- [Connect your eggz account](https://eggz.ai/help/unscrambled-tabs/eggz-account.md): One login shared with the eggz web app, so you can upload documents and use the assistant from the side panel
- [Capture bills from any page](https://eggz.ai/help/unscrambled-tabs/capture-bills.md): Spot a bill or invoice on a website? Send it to eggz in one click. A page listing dozens of them takes one approval
- [Collect every bill on a page](https://eggz.ai/help/unscrambled-tabs/collect-bills.md): A supplier's billing page lists a year of invoices. One approval and the eggz Chrome extension fetches them, skipping the ones you already have
- [AI assistant & the command bar](https://eggz.ai/help/unscrambled-tabs/ai-and-search.md): One chat that knows your tabs, your workspaces and your eggz books, plus ⌘K to find anything and run actions by name
- [Keyboard shortcuts](https://eggz.ai/help/unscrambled-tabs/keyboard-shortcuts.md): Every eggz Tab Manager keyboard shortcut in one place: search, AI, the workspace quick switcher, saving tabs, and how to change any of them
- [Session Time-Travel](https://eggz.ai/help/unscrambled-tabs/session-time-travel.md): Automatic snapshots of your tabs every five minutes, restoring any point as a fresh workspace, and what happens when Chrome restarts
- [Performance & RAM](https://eggz.ai/help/unscrambled-tabs/performance-and-ram.md): Manual, Balanced and Aggressive performance modes, Free RAM now, protected tabs, and how Chrome tab discard works in eggz Tab Manager
- [Settings & privacy](https://eggz.ai/help/unscrambled-tabs/settings-privacy.md): Every eggz Tab Manager setting explained: the main list, what sits behind Advanced, how to get back, plus how your data is handled, plainly
- [Backup & import](https://eggz.ai/help/unscrambled-tabs/backup-import.md): Password-protected backup and restore of all your workspaces, plus one-click import of a Workona export
- [Troubleshooting](https://eggz.ai/help/unscrambled-tabs/troubleshooting.md): Fixes for what people actually hit: the button not opening a card, a shortcut doing nothing, a drop that did not land, a missing workspace, a reloaded tab

## Optional

- [Dashboard](https://app.eggz.ai)
- [Get the Chrome Extension](https://chromewebstore.google.com/detail/eggz-tab-manager-bill-cap/gfjdjhpcemmakhoaggnihfcohkmfcfcc)


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