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How to import bills from Xero for payment in Weel

  • Updated

 

To import bills from Xero into Weel for payment:

  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:

  • The follow types of bills cannot currently be imported from Xero:

    • Bills for payments in a non-AUD currency 

    • Bills with partial payments

    • Bills with recurring payments

  • 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.
  • Any updates made within Weel to fields that have been pre-populated in Xero will not sync back to Xero