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Supplier bill import

A Supplier Bill Import can be used to automatically create multiple supplier bills in bulk.

To import a supplier bill:

  1. Navigate to Settings > Accounts
  2. Select Supplier Bills Import
  3. Upload a copy of the invoice/bill received from your supplier
  1. Configure the uploaded file
  2. Includes Header Row: select whether or not the imported .csv file includes a header row
  3. Includes Tax Column: select whether or not the imported .csv file includes a column representing VAT
  4. File Encoding: if the spreadsheet hasn’t imported correctly, change the file encoding to UTF16
  5. Configure the data to be imported
  6. Matter Reference: choose which column represents the matter reference
  7. Details: choose which column represents the description of the supplier bill
  8. Amount: choose which column represents the amount of the bill
  9. VAT: choose which column represents the VAT of the bill (if applicable)
  10. Import
  11. Select Supplier: choose the relevant supplier from your contact list
  1. Date: select the date of the supplier bill
  2. Due Date: select the due date of the supplier bill
  3. Receivable: match any existing receivables to the individual supplier bills
  1. Reload Receivables to re-look for any matching receivables
  2. Create Missing Receivable (optional): if any receivables don’t already exist, they can be created automatically
  3. Select the account they should be allocated to
  4. Create
  5. Create Supplier Bill

Once complete, the associated supplier bills will have been created on each matter and synced to Xero.