Using AI on bills uploaded to Files
Many of my clients upload supplier invoices directly to Xero, where they appear in the Files section.
Currently, when selecting an uploaded invoice and choosing Add to new → Bill, Xero creates a blank bill rather than extracting and pre‑filling the invoice details. In contrast, invoices received via Email to Bills are automatically processed and prefilled using OCR/AI.
It would be extremely helpful if invoices uploaded to Files could be processed in the same way, allowing Xero to prefill a new bill using AI or OCR. This would avoid the need to ask clients to change the email address they use to send documents into Xero and would significantly improve efficiency for practices managing multiple clients.
Please consider adding the ability to apply the same AI bill‑creation logic used by Email to Bills to invoices uploaded directly to Files at the discretion of the person reviewing the file.
Craig Bush
shared this idea
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albex ulpoer
commented
It would be highly beneficial if Xero could extend the AI and OCR capabilities currently used in Email to Bills to invoices uploaded directly to the Files section, so that when selecting an uploaded invoice and choosing Add to new → Bill, Xero could automatically extract and prefill the invoice details instead of creating a blank bill. This enhancement would save significant time for practices managing multiple clients by eliminating the need to ask clients to change the email addresses they use for sending documents and would streamline the bill-entry workflow. For instance, just as you can instantly check the current time at any location using tools like TimeNow https://timenow.world/, having Xero instantly process uploaded invoices with AI would provide equally immediate efficiency and accuracy in accounting tasks.