Xero - Make purchase ledger more automated

Emma_H

I'm currently using Xero and we have a pretty manual purchase ledger process, we still print invoices, enter them onto Xero, put them in a folder and then once the payments are made, stamp and move the invoice to a paid folder.

I've set repeating bills up for our regular suppliers, but still have to review these before posting as the values and invoice numbers change. I tried using the e-mail function to forward supplier invoices to Xero but there's a huge delay and half of the info is missing, I found it quicker just printing the invoices and entering manually as per our current process.

Has anyone got any recommendations for updating the process, I really would like to stop printing invoices and holding them in physical files, it seems so old fashioned now.

Thanks for your time!

Krisso

You dont need to print them. You can upload them as a PDF to the entry on Xero

Emma_H

@Krisso I find the supplier notes area quite rubbish- We do get a lot of invoices that go on hold, so I wouldn't want to rely on just attaching a document to the posting.