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Xero Bills Connector · Dynamics 365 Business Central

Approved Xero bills, posted in Business Central.

Bring approved supplier bills from Xero into Business Central as purchase invoices, for one company or many, through a single Xero connection.

  • One Xero connection
  • Routed to the right company
  • VAT and totals checked

Illustration shows example data.

What it does

From approved bill to purchase invoice

  • Download

    Bills, contacts and tax rates

    Approved bills with their lines, supplier contacts and tax rates are downloaded on a schedule you choose.

  • Routing

    Right company, every time

    Each bill goes to the company named by its Xero tracking tag. Bills with no tag stay visible for review instead of being dropped.

  • Vendors

    Missing vendors created

    Vendors that don't exist yet are created from Xero contacts using your vendor templates.

  • Invoices

    Purchase invoices, optionally posted

    Purchase invoices are created and, if you choose, posted straight away.

  • Checks

    VAT and totals verified

    VAT and totals are checked against Xero before posting, so a wrong tax mapping is caught before it reaches the ledger.

  • Status

    One list for every bill

    Every bill's status in one list, with the reason for any error and a link back to the bill in Xero.

Two roles

How multi-company setups work

  • Connected company

    Holds the only Xero connection, downloads bills, contacts and tax rates into a shared list, and decides which company each bill belongs to.

  • Processing company

    Picks up its own bills from that list, creates vendors and purchase invoices, and records the result. It never connects to Xero.

Product details

Xero Bills Connector at a glance

Platform
Dynamics 365 Business Central
Status
Available
Supported versions
Business Central online (Essentials or Premium). All companies receiving bills must be in the same environment.
Deployment
Installs as a Business Central extension, sandbox first.
Licensing
Contact us for licensing and pricing
Microsoft Marketplace
View on Microsoft Marketplace
Screenshots

The illustration on this page uses example data. Request a demo to see the product with scenarios like yours.

Re-keying Xero bills into Business Central?

Let's see how the connector would fit your companies and approval process.