entering bills
Batch input bills
The ability to batch input bills on one page would make entering them so much more efficient. Sage has this option and it more than halves the time it takes to enter the transactions. As a company we enter 200-250 bills per week and it's unbearably slow and time consuming compared to Sage.
Leah Evans
shared this idea
Hi Leah, thanks for sharing your idea in our Xero Product Ideas.
It’s currently possible to bulk create bills in Xero by importing them using a CSV file. You can find this under Purchases > Bills, then select New bill and choose Import from CSV. From there, you can download the Xero import template and add your bill (and credit note) details before uploading.
The Contact Name column does need to be completed for the import to work, while the remaining fields are optional. It’s also best to keep the template column headings unchanged, and if you’re importing a large volume, splitting the file can help the process run smoothly.
You can check out our support article for more information on how to format the import file.
