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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 this on this date.

  5. Select the Budget you need to pay 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

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