02. Bills to Xero

You can upload bills to EzzyBills via many different ways (email, drag/drop, EzzyBills Mobile App scanning, etc.). Bills is the default document type when processing your upload.

General settings that affect bills to Xero.

• By default, the status is “Draft” when a bill is exported to Xero by EzzyBills. This is recommended. You can specify a different status in Settings > “Account Settings” > “Exported status to Xero“.
• “Check for Duplicates” is recommended (with this, duplicate invoices will be rejected based on supplier & invoice number). more on duplicates
• Turn on “Invoice Headers Only” if you don’t need the table data on the invoices (for a single tax rate, one line will be exported to Xero; for mixed tax rates, two lines).
• If you often upload a PDF file containing multiple invoices, tick “Auto Separate”. Otherwise, leave it unticked.

• To ensure better supplier mapping: Go to Settings > Account Settings, enter “MY ABN/GST/VAT No.” and “My Company Name”.

Find out more

• Account code determination
• Product and service items to xero
• Set tracking data

Example bills created by EzzyBills in Xero

An example bill created by EzzyBills is shown below. All data are extracted include line details. The original invoice file is attached as view on the left side of the screen.

The account codes are determined based on your approved invoice history in Xero.

• You can change the account codes, and we will learn from your change.
• Or if the supplier is always classified with the same account code, you can set account code in Xero Contact data under purchase default. We will use it.
• Find more on Xero account codes automation