You can scan and upload or email bills directly to Hubdoc. Hubdoc will remember how you categorized past bills and process similar bills using the same default.

Hubdoc is a document processing and storage system that can read and push bills into Xero. This feature is best for simple vendor invoices.įor a more complete solution, you can use an external application like Hubdoc (which is included for free in all Xero business subscriptions). It also attaches a PDF copy of the original document to the bill. This simple tool digitizes the bill and adds the details to a new Draft Bill ready for you to review and complete. Or you can upload PDF copies of bills directly to Xero Files and initiate the process from there. You can even use the automated forwarding feature included with your email provider (or provide your Xero email directly to the vendor) to send bills directly to your Xero file for processing. Xero’s built-in feature “Email to Bills” gives you the ability to send PDF copies of vendor bills to Xero Bills via a personalized Xero email. Upload copies of bills to directly to Xero For this month’s Your Guide to Xero Tips, we will show you five ways to streamline bill entry.ġ. In our last article we covered the basics of bill entry using Xero’s Accounts Payable module. How can we streamline the bill entry process so that we can access this important information without creating unnecessary data entry? But entering bills before paying them is twice as much work. During tough times, understanding your cash flow is essential to the survival of your business.

Entering bills proactively makes it easier to plan cash flow.

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