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

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   10 comments  ·  Purchase orders, bills & inventory » Bills  ·  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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   JENNIFER MARSHALL commented  ·  10 May, 2026  ·  Edit…  ·  delete…

   I've been following this thread because we had the exact same frustration. Forwarding a 20-line invoice only to have to manually type out every SKU and match it to our Xero catalogue anyway.

   Since Xero mentioned they aren't planning to build rules for line-item entry yet, we actually built our own bridge called StreamOps AI to handle it. It reads the PDF, pulls every line item, and maps them to your existing Xero Item Codes/Catalogue automatically.

   If anyone is still stuck doing manual entry for high-volume supplier bills, I’m happy to show you how we got it working. It basically turns Email to Bills into what it should have been from the start

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