Bills - Auto-populate fields when Files is used to create the bill
A number of bills are received via supplier portals rather than by email. The simplest entry point into Xero is therefore to drag and drop the pdf into the "Files" area of Xero and then create the bill. However using this method doesn't auto-populate any of the information for the draft bill like when using the email to Xero method.
I'm sure all the functionality is there for this suggestion : It would be great if files could be dropped into a specific "Bills" folder from which then Xero a) automatically created draft bills and b) auto-populated fields on these draft bills where possible.
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Michelle Sindholt commented
All my old bills were emailed to Xero, then they auto populated the fields. With your new improvements, that doesn't happen anymore. You are now increasing my work load. Not impressed.
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Karen Gerrits commented
This will really be great!!
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Terry Gunn commented
Yes refer to the vendor file and automatic posting to the assign GL expense