Before You Begin: Attach Invoices in Xero
CarbonTrail works best when invoices are attached directly to the relevant transactions in Xero. Before starting, log into Xero and confirm that your electricity, fuel, and gas invoices are attached to their transactions. This makes reconciliation much easier later.
If anything was missing after attaching documents, contact your CarbonTrail team to re-import your Xero data.
Adding Electricity Data
Navigate to the Electricity category in CarbonTrail.
Your transactions imported from Xero will appear, along with any attached invoices.
If an invoice is missing, click Replace or Upload Invoice & Receipt to add one.
To enter usage data, you have two options:
Manual entry — type in the kilowatt-hours from the invoice yourself.
AI auto-extraction — click the AI option to automatically extract line items from the invoice. You can run this for a single transaction or all transactions at once.
Review the extracted kWh figure. Edit the quantity if needed.
Once you're happy, click Accept All to confirm the entry.
Repeat this process for every transaction in the list.