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  • Writer's pictureJacyln

Tips and Tricks - Send Xero Bills into Xero

Did you get an online bill from Xero and want to input it into Xero?

Don't manually input! Save time by clicking on the "Xero" icon (see photo above). This bill is now sitting as "draft" in your Xero. Review the details, add any additional information that you want to show and click "Approve". The transaction is now ready for you to reconcile in Xero. All Done!

Hubdoc - Another alternative is to send a PDF of the bill into Hubdoc. Hubdoc will extract all the relevant information for your to check and then publish. The published invoice will be pushed into Xero and then it is ready for reconciliation.

If you need help with Hubdoc setup for your business, please contact us.

DISCLAIMER: Our team is dedicated to helping you continue with business as usual, as much as you can. Information on government help is changing constantly and within hours of articles being added, the specifics may be out of date or only partially accurate. While we endeavour to keep this website accurate and current, our top priority is providing our clients with dedicated and relevant personal advice. If you need specific and up-to-date information, please seek help from your usual advisor directly.

No liability is assumed by JHR Consultancy Limited for any losses suffered by any person relying directly or indirectly upon any article within this website. It is recommended that you consult your advisor before acting on this information.

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