To import bills from Xero into Accounts Payable, a team member needs the Edit all invoice payments permission and an active Xero integration. Both must be in place at the same time for the import option to appear.
How It Works
- Edit all invoice payments permission: Grants a role full access to bills (view, edit, and delete) and unlocks the option to import bills from Xero.
- View all invoice payments permission: Gives read-only access to existing bills, without the ability to import new ones from Xero.
- Active Xero integration: Must be connected in Settings > Integrations before the import option becomes available to any team member.
- Combined requirement: Both the permission and the integration need to be active at the same time, or the import option stays hidden.
Good to know
- The Edit all invoice payments permission is a checkbox under Accounts Payable in Settings > Roles. Turning it on isn't an import-specific toggle, it grants full bill management access (view, edit, and delete).
- If only View all invoice payments is enabled, the import option won't show, even with an active Xero integration connected.