How to create a bill

There are three ways to create a bill in Weel:

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

2. By creating a bill from the bills page

3. By importing your bills from Xero

To email a bill into Weel with your bills 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 Bills page

3. Click your bills email address to copy it

4. Open your email inbox

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

6. Attach the invoice from step 1. and click send

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

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

   1. Invoice number

   2. Amount

   3. GST

   4. Invoice date

   5. Due date

   6. Reference

9. Start typing to find the Supplier from your list of suppliers. You can also create a new supplier.

10. The following details will be automatically populated for any existing suppliers:

    1. Bank details like BSB and account number

    2. Address

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

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

13. Assign a Category to the bill

14. Complete any other fields required for the bill

15. Click Save

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

To create a bill from the bills 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 some of the invoice details for you

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

   1. Invoice number

   2. Amount

   3. GST

   4. Invoice date

   5. Due date

   6. Reference

5. Start typing to select a Supplier from the list of suppliers. You can also create a new supplier.

6. The following details will be automatically populated for any existing suppliers:

   1. Bank details like BSB and account number

   2. Address

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

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

9. Assign a Category to the bill

10. Complete any other fields required for the bill

11. 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.