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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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Luke Abbott shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.

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  • David Routledge commented  ·   ·  Report

    You should be able to create and prepopulate a bill by uploading an invoice using the desktop, as you can with mobile. Currently the only way to do this on desktop is to exit Xero and use the email to bill functionality. Why has this feature not been provided on desktop - especially given you already provide the ability to save a file directly to a prepopulated invoice from a mobile device?

  • Mandy M commented  ·   ·  Report

    Would be great to have the automate bill entry feature on invoicing and credit notes.
    I love this feature and is fantastic for a paperless office and as a preservation of receipt that can fade over time.
    The ability to drag and drop documents into Xero would just top this feature off.

  • Virgil Ierubino commented  ·   ·  Report

    The new ability to email a bill to Xero is excellent, however, it is more often the case for me that I have the bill file as a PDF directly on hand, rather than as an email. Consequently, I can't actually use the feature!

    Please allow the feature to be used by dropping the file into the Xero bills interface.

  • Michelle Sindholt commented  ·   ·  Report

    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.

  • Terry Gunn commented  ·   ·  Report

    Yes refer to the vendor file and automatic posting to the assign GL expense