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1. Email to Bills - Create rules for automating the entry of line items

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   7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 track the interest for this through community, here.

   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… more

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   Nitzan Schell commented  ·  22 June, 2023  ·  Edit…  ·  delete…

   Using Inventory Items and invoicing between companies in a group which have identical Item numbers, can the item numbers be brought in / read at the receiving end?

   Currently the bill is entered without the items and does not have any affect on the inventory. All the lines on the bills need to be re entered when the item is populated in the bill.

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   Nitzan Schell supported this idea  ·  22 June, 2023