Bill management with Xero

If you use Xero for your account and supplier invoices you can import your bills from Xero as soon as they are created.

Bill management workflow chart

Setup

Enable import of new bills from Xero to FieldInsight

Open Settings - Add-ons and click on the Edit settings button to edit the Xero settings. Select organisation to sync to. Check Pull new bills from Xero in the Document section to enable importing bills from Xero to FieldInsight as soon as they are created. Only bill from suppliers in FieldInsight will be imported.

Bill imported from Xero will appear in the bill list under sales in the main menu. Click on the bill to open it and add the project

Reconciling Purchase Orders to Bills

To link a bill to a purchase order, Click on Sales - Purchase Orders and open the Purchase Order that you want to reconcile. Click on the + bill button and select the bill to reconcile to this Purchase Order.

When all bills have been received, mark the Purchase Order as billed by changing the purchase order status to Bill received.

Project cost

To include the cost from a bill in the project Profit report add the project on the bill.

When all bills have been received and a Purchase order is marked as bill received the purchase order will no longer be added to the project cost.

Next

Learn more about project management

Learn more about the Xero Integration

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