Send supplier bills to your accounting
Filter, tick, and push a batch to Xero — or let it happen on its own.
What this is for
Someone in accounts should not have to open thirty purchase orders to get thirty bills into Xero. The bills board puts them all on one screen with the filters an accounts person actually thinks in, and sends a ticked batch across in one go.
Before you start
- Your accounting connection is set up under Admin → Accounting.
- The supplier invoices have been recorded against their orders.
Step by step
- 1
Open Purchasing → Supplier bills.
- 2
Filter to what you are working on — goods arrived, goods checked, rejected, not yet in accounting, a date range, a supplier, or a search.
- 3
Tick the rows you want, or tick everything the filter is showing.
- 4
Click Push to Xero. Each bill is created as a draft supplier bill.
- 5
For automatic pushing, open Admin → Accounting and set when it should happen: off, when goods arrive, or when goods are checked.
Note: It starts off. A shop that has never thought about this should not find its ledger filling up on its own.
Tips & gotchas
- Bills always arrive in Xero as drafts, never approved. A machine should not approve a bill for payment.
- A rejected delivery is never pushed automatically, whatever the setting says.
- One failure does not lose the rest — push thirty and you get twenty-nine through with the one problem named, not an error page.
- Goods checked is the safer automatic setting: it waits until somebody has actually opened the boxes.