How to Post Bills to Xero

Follow these steps to Post Bills to Xero:

Step-by-Step Guide

1. Navigate to the receiving register and right-click on the purchase order you wish to post.

   Note: Only orders that are fully received and have the status 'Closed' can be posted to Xero.

2. Click on Bill Received Purchase.

3. Click OK in the confirmation pop-up to proceed.

4. Wait for the posting to complete.

5. Once the bill is posted, go to Xero to review it:

   • Click on the Business tab.

   • Select Bills to Pay from the drop-down menu.

6. Here, you can view the bills that are posted from WMS. The bill is now processed and is no longer listed in the receiving register.

7. You can still find it by entering the purchase order number on the left search panel and hitting enter. The status for the purchase order has now changed from 'Closed' to 'Billed'.

8. You can also select multiple purchase orders by pressing Ctrl or Shift on your keyboard and post them to Xero in bulk.