Settings and activity
3 results found
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12 votes
connor muphy
shared this idea
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17 votes
Hi team, we appreciate the idea here is more surrounding the ability to create rules to help curate the automated entry of data in bills created via the email to bills process.
However, I did just want to confirm the existing options that are available to help with the automatic entry of your bills as there are multiple paths you could explore.
As per this idea, in it's current form email to bills will use the data of your emailed file to automatically create a bill and fill fields.
There is also Hubdoc that you can connect to your organisation and use to publish bills to your organisation, and most recently we introduced Upload where you can upload multiple files to Xero at once to create multiple draft bills.
We don't have any plans around expanding email to bills to add the ability to set rules. but we'll continue to…
An error occurred while saving the comment connor muphy
supported this idea
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11 votes
Hi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
connor muphy
supported this idea
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Would save so much time as I forward so many bills via email and I then have to go through them all 1 by 1 to just set the account. The default accounts should be set or give me a bulk option to review and edit accounts on Draft bills. Adding that column to the list would be easy and then it would allow me to Approve All - saving me hours of manual and repetitive labour