To import bills from Xero into Weel for payment
Click Import from Xero
All bills in Xero ready for payment will import into Weel with all details populated into the coding required stage
Complete any missing supplier details from the bill in Xero (please note: these will not sync back to the bill in Xero)
Select an Automatic payment date. Weel will automatically pay this on this date.
Select the Budget you need to pay from
Click Save
Before importing: what each supplier in Xero needs
For a bill to import successfully, the supplier in Xero must have the following fields populated:
- Supplier name
- Street address
- Suburb
- State
- Postcode
- Country
- Bank account name
- BSB
- Account number
If any of these are missing, the bill will not import. We require these because Weel needs the full supplier details to complete coding and submit the payment. Weel doesn't pull or store these from anywhere else, and they're required by our payments provider before a payout can be made.
To fix missing supplier details: update the supplier record in Xero with the missing fields, then re-run the import.
Bills that can't be imported from Xero
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
To note: any updates made within Weel to fields that have been pre-populated in Xero, will not sync back to Xero.