For UK taxi & private hire firms
Bring your agreed taxi journey data into Xero draft invoices with journey PDF attachments. Reduce repetitive invoice preparation while your team keeps the review and approval before anything is sent.
Free 30-minute consultation · Compatibility checked first
Agreed inputs. Clear boundaries. Human oversight.
TAXI / EBA01 / The work behind the journey
For taxi and private hire firms that invoice account customers through Xero. We map the journey records, account references and invoice preparation steps you use today, then agree what the managed workflow will handle.
The workflow uses the agreed source journey data to create draft invoices in Xero and attach the corresponding journey PDFs. The relevant account, billing period, invoice fields and journey detail are mapped during setup, subject to compatibility.
Your team must review and approve the draft invoice and its supporting journey PDF before the invoice is sent. The workflow prepares the agreed output; it does not replace your checks on charges, account details or the accuracy of the underlying journey records.
02 / Illustrative walkthrough
Imagine your accounts team preparing an invoice for one account customer’s agreed billing period. The source records and account mapping have already been checked as part of setup.
A text example, not a live customer record or a product screenshot. The exact fields, rules and output are agreed for your setup.
Start with the agreed journey recordsThe workflow takes journey data from the source and format agreed with your office. We establish which records belong to the billing period and how they relate to the account customer.
Prepare the Xero draft invoiceThe agreed account mapping and invoice fields are used to create a draft in Xero. Billing rules and any accounting or tax settings must be agreed with the people responsible for your accounts.
Attach the journey PDFThe supporting PDF sets out the agreed journey detail for that invoice and is attached to the draft. Its contents and presentation are checked during setup so your team knows what to expect.
Review and approve before sendingYour accounts team checks the draft, the customer, the totals and the attached journey detail. Missing data or an uncertain account match needs human review. The draft stays subject to your review and approval before it is sent.
03 / Before anything goes live
EBA provides a centrally hosted, managed service. You do not need to leave a PC running to host the automation. We review compatibility, access permissions and operational requirements with you before agreeing the setup.
Agree the source journey dataWe review where the journey records come from, the available format and the fields needed for invoicing and the PDF. We check your actual process rather than assume every dispatch-system export is supported.
Map the account and invoice fieldsWe confirm the Xero organisation, account mapping, billing periods and invoice fields with your team. Your accounts lead supplies the approved billing and tax rules; the service is workflow automation, not accounting or tax advice.
Review Xero access and the approval processWe agree the required access permissions and the person responsible for checking drafts. The supported workflow and its exception handling are confirmed before setup; automatic sending is not part of this described draft-and-review process.
Test the agreed workflow, then support itWe agree the expected output and the cases for human review before activation. If something breaks because of our own fault, we fix it free of charge. Scope changes and any additional cost are agreed separately.
Try the agreed automation for its first live week. If it isn’t right for you and you opt out within that week, we switch it off, waive the setup fee and you pay nothing. The trial start, end and opt-out process are agreed before activation.
EBA is an independent automation service. Autocab and Xero are third-party products; references to them do not imply an official partnership or endorsement.
Before we begin
Tell us about your current process.
Book a compatibility conversation
The described workflow creates draft invoices with journey PDF attachments. Your team reviews and approves the draft and supporting detail before anything is sent. Invoice preparation does not remove your accounts team’s responsibility for the final checks.
That is confirmed in the compatibility review. We inspect the source, format and fields available from your taxi-office process and agree what can be used. We do not assume every dispatch system or export can connect to the workflow.
The PDF contains the agreed journey detail supporting the invoice. Its exact fields and layout depend on the data available and your requirements, so we agree and test them during setup rather than promise a universal template.
Missing data, uncertain account mapping and other exceptions need human review under the agreed process. Your team checks the source records, draft invoice and PDF before approval. Automation does not establish that the underlying records are correct.
Those are separate accounting processes and are not included in the draft invoice and journey PDF workflow described here. Tell us what you need during the consultation so any additional requirements can be scoped and priced separately.
No. This is a centrally hosted, managed EBA service. We agree the data connection, Xero access permissions and operational requirements first, with your accounts team retaining responsibility for reviewing and approving the output.
The rest of your taxi office
The work can start long before invoicing. EBA’s separate email booking workflow turns agreed booking requests into Autocab bookings, subject to compatibility. Compare the individual packages or discuss the taxi office bundle.
A practical next step
30 minutes. Your tools. A clear starting point.