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The transaction details of that bill will be copied into a “New Repeating Bill” template where you can set your desired parameters. Click into the bill you want to replicate and under the “Bill Options” drop down, select “Repeat”. Repeating Bills can either be created from scratch or from an existing bill. It also allows you to preset line item breakdowns and categories, increasing the consistency of your data entry. This feature is excellent for fixed expenses like rent because it automatically creates the bill in Xero on a schedule that you determine. If you find yourself entering the same bill for the same vendor on a monthly or weekly basis, consider setting up a “Repeating Bill” instead. Once the template has been imported to Xero, invoice totals can be checked and final adjustments can be easily made in Draft mode. Multiple lines can be used for the same bill, since Xero will organize them based on the invoice number. If you want to add your own inventory items, descriptions, or tracking categories, a spreadsheet template allows you to process a lot of information in a very controlled yet efficient manner. Some vendors provide invoice details in CSV or Excel formats, which can be cut and pasted into the Xero Template. This is a very practical method of bill entry for vendors that use web based invoices that cannot be downloaded as a pdf. If you have a lot of bills that can’t be easily scanned, Xero offers a spreadsheet template for importing batches of bills into Draft mode. Once they have been reviewed and approved, they will sync into Xero Bills as Drafts.Ĭheck out our previous article on documentation for more details on how Apps like Hubdoc and AutoEntry work.ģ. AutoEntry can detect and separate them into individual documents.
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You can upload multiple documents at once, or even an entire stack of bills as one PDF. If you want to automatically include more line item detail on your vendor bills, consider using AutoEntry. If your vendor sends bills to you in digital format, supply the vendor with your Hubdoc specific email address so that bills are sent directly for processing as they become available. You can scan and upload or email bills directly to Hubdoc. Hubdoc will remember how you categorized past bills and process similar bills using the same default. Hubdoc is a document processing and storage system that can read and push bills into Xero.
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This feature is best for simple vendor invoices.įor a more complete solution, you can use an external application like Hubdoc (which is included for free in all Xero business subscriptions).
Xero accounting software tutorial pdf pdf#
It also attaches a PDF copy of the original document to the bill. This simple tool digitizes the bill and adds the details to a new Draft Bill ready for you to review and complete. Or you can upload PDF copies of bills directly to Xero Files and initiate the process from there. You can even use the automated forwarding feature included with your email provider (or provide your Xero email directly to the vendor) to send bills directly to your Xero file for processing. Xero’s built-in feature “Email to Bills” gives you the ability to send PDF copies of vendor bills to Xero Bills via a personalized Xero email. Upload copies of bills to directly to Xero For this month’s Your Guide to Xero Tips, we will show you five ways to streamline bill entry.ġ. In our last article we covered the basics of bill entry using Xero’s Accounts Payable module. How can we streamline the bill entry process so that we can access this important information without creating unnecessary data entry? But entering bills before paying them is twice as much work. During tough times, understanding your cash flow is essential to the survival of your business. Entering bills proactively makes it easier to plan cash flow.