Yes, most of the fields will be populated in the Draft Bill if the document is a PDF and readable by Xero. You will only need to add a Description and Account allocation and maybe a Due Date most times. If it's an image file .JPG or .PNG you may have to enter most things manually.
Company Files/ Send Files to this email address - can b receipts or statements. Business /Bills To Pay. use "Create Bill From Email" - rename. Delete logos images if any
Yes can do this way. We find having the email address saved as 'Xero - [Your Company] - Bills' in your Contacts is the quickest way to forward them. We used to delete logos and images before sending however, it's just as easy to delete unnecessary attachments when you create your bill in Xero from the Draft Bill.
Is there a way to change the unique Xero email address to something more memorable, instead of a load of random letters and characters it generates by default?
Yes ...in a way. We suggest copying the unique Xero email address and then creating a contact in your Email account such as 'Xero Your Company Name Bills' and pasting the Bills unique Xero email address into that contact name. Do the same for files 'Xero Your Company Name Files' and paste the Files unique Xero email address into that contact name. This is shown as 2:36 in the video. Then when you forward an attachment into your Xero account in your To: field enter 'Xero Bills' or 'Xero Files' and your contact will come up that has the unique address inside it.
If you regularly receive bills from a particular email address or it has the same subject line, you can create a rule in gmail to automatically forward it to your unique Xero bills email address and it will create a draft bill. For further efficiency you can also set up the rule to simultaneously skip your inbox and file the email into one of your specified email folders.
Can you re-check your unique xero email and try again. Also try from another email platform if you can such as Outlook or Gmail. If it works on one and not the other then it's troubleshooting why. If both don't work you may have to contact Xero support. Hope this helps.
Super helpful video - best tutorial I've found on this so far, many thanks!
Thank you!
Does it automatically populate the fields in draft bills?
Yes, most of the fields will be populated in the Draft Bill if the document is a PDF and readable by Xero. You will only need to add a Description and Account allocation and maybe a Due Date most times. If it's an image file .JPG or .PNG you may have to enter most things manually.
Company Files/ Send Files to this email address - can b receipts or statements.
Business /Bills To Pay. use "Create Bill From Email" - rename. Delete logos images if any
Yes can do this way. We find having the email address saved as 'Xero - [Your Company] - Bills' in your Contacts is the quickest way to forward them.
We used to delete logos and images before sending however, it's just as easy to delete unnecessary attachments when you create your bill in Xero from the Draft Bill.
Is there a way to change the unique Xero email address to something more memorable, instead of a load of random letters and characters it generates by default?
Yes ...in a way. We suggest copying the unique Xero email address and then creating a contact in your Email account such as 'Xero Your Company Name Bills' and pasting the Bills unique Xero email address into that contact name. Do the same for files 'Xero Your Company Name Files' and paste the Files unique Xero email address into that contact name. This is shown as 2:36 in the video. Then when you forward an attachment into your Xero account in your To: field enter 'Xero Bills' or 'Xero Files' and your contact will come up that has the unique address inside it.
@@systemizr Thanks will do that
@@systemizr Pointless
is there a way to set up automated forwarding from gmail?
If you regularly receive bills from a particular email address or it has the same subject line, you can create a rule in gmail to automatically forward it to your unique Xero bills email address and it will create a draft bill. For further efficiency you can also set up the rule to simultaneously skip your inbox and file the email into one of your specified email folders.
@@systemizr This is not possible, so would love for you to prove this.
My emails wont send to xero they just open up as a draft email
Can you re-check your unique xero email and try again. Also try from another email platform if you can such as Outlook or Gmail. If it works on one and not the other then it's troubleshooting why. If both don't work you may have to contact Xero support. Hope this helps.