1.Monitors new bill entry
Integrate Xero to catch new bill records and parse key fields to standardize bill data for review.
Create AP approval tasks for incoming vendor bills
Automatically capture new vendor bills in Xero and normalize bill details across Xero and monday.com. Create and update approval items when invoice references come in, due dates set, or bill totals changeβso you can create draft board items, assign approvers, and add review notes without manual paperwork.
How this automation tracks bills for faster approval
When a new vendor bill lands in Xero, delays can stall reviews and slow AP close. This automation parses bill details, creates approval board items, and enriches them with assignment and bill linksβso your team can approve invoices promptly.
Xeroor swap with your favorite app
2.Normalizes bill fields
Integrate Formatter by Zapier and formatting tools to extract invoice reference, vendor name, total amount, and due date.
Formatter by Zapieror swap with your favorite app
3.Creates approval board item
Integrate monday.com to map invoice details into a configured approval board item to start the Draft workflow.
monday.comor swap with your favorite app
4.Adds assignment, tags, and bill link
Integrate monday.com to set the owner and tags, then attach the bill link and notes for reviewer context.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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