We are excited to announce a new feature on our B2B SaaS expense management platform: the ability to quickly bulk import bills from Xero. This feature is designed to streamline the bill management process, making it easier and faster for finance teams to handle large volumes of bills with accuracy and efficiency.
Key Benefits
- Efficiency: Save time by importing multiple bills from Xero in one go, eliminating the need for manual data entry.
- Accuracy: Reduce the risk of errors associated with manual input, ensuring your financial data remains precise and up-to-date.
- Seamless Integration: Easily integrate with Xero, allowing for a smooth and continuous flow of data between platforms.
- Enhanced Productivity: Allow your finance team to focus on higher-value tasks by automating the bill import process.
- Scalability: Handle large volumes of bills effortlessly, supporting the growth and scaling needs of your business.
How to Use
- Log into Your Weel Account: Access your Weel account using your credentials.
- Connect to Xero: Ensure your Xero account is connected to your Weel account. You can do so from Settings > Integrations.
- Navigate to Bills: Go to the Payments section and select Bills from the dropdown menu.
- Automated Processing: Once imported, the bills will be automatically imported into your account.
- Verify and Manage: After import, verify the bills within your account to ensure everything has been imported correctly. You can then manage and process these bills as usual.
By leveraging this new feature, you can optimise your bill management process, reduce administrative workload, and maintain a more accurate and efficient financial workflow. Enjoy the benefits of streamlined operations and enhanced productivity with our bulk bill import from Xero.
