How do I create a bill?

There are three ways to create a bill in Weel:

1. By emailing the invoice into Weel with your custom email address

2. By creating a bill from the Accounts Payable page

3. By importing your bills from Xero

To email a bill into Weel with your email address

1. Ensure you have your Invoice downloaded onto your desktop. To avoid bills being created from email signatures Weel only accepts PDF files through email-in.

2. Open the Accounts Payable page

3. Click your email address to copy it

4. Open your own email inbox

5. Compose a new email from scratch using the email address as the recipient

6. Attach the invoice from step 1 and click send

7. Weel will automatically extract the invoice details and create a bill for you

8. Double check the information automatically extracted into the following fields:

   1. Supplier details (including bank details like BSB and account number). If the supplier already exists, Weel will attempt to match it to your existing contact.

   2. Invoice number

   3. Amount

   4. GST

   5. Invoice date

   6. Due date

9. Select an Automatic payment date. Weel will automatically pay the invoice for you on this date.

10. Select the Budget you need the bill to be paid from

11. Assign a Category to the bill

12. Complete any other fields required for the bill

13. Click Save

You can also share your custom email address with your suppliers to receive your invoices directly into Weel.

To create a bill from the Accounts Payable page

1. Click the Create Bill button

2. Upload your invoice via the following options:

   1. Drag and Drop

   2. Choose a file

   3. Or click I don’t have an invoice

3. Weel will automatically extract the invoice details for you

4. Double check the information automatically extracted into the following fields:

   1. Supplier details (including bank details like BSB and account number). If the supplier already exists, Weel will attempt to match it to your existing contact. 

   2. Invoice number

   3. Amount

   4. GST

   5. Invoice date

   6. Due date

5. Select an Automatic payment date. Weel will automatically pay the invoice for you on this date.

6. Select the Budget you need the bill to be paid from

7. Assign a Category to the invoice

8. Complete any other fields required for the payment

9. Click Save

To import bills from Xero

1. Click Import from Xero

2. All bills in Xero ready for payment will import into Weel with all details populated into the coding required stage

3. Complete any missing supplier details from the bill in Xero (please note: these will not sync back to the bill in Xero)

4. Select an Automatic payment date. Weel will automatically pay the bill for you on this date.

5. Select the Budget you need the bill to be paid from

6. Click Save

Please note, if you are a budget approver and create a bill it will be automatically approved for payment. Otherwise, your bill will need to be approved by an approver before it is paid.