1.Captures invoice row data
Integrate Google Sheets, spreadsheet data, and invoice templates to ingest source invoice data for each new row.
Create authorised bills from each new invoice sheet row
Automatically monitor new spreadsheet rows for invoice data across Google Sheets, Paths by Zapier, Formatter by Zapier, and Xero. Create and update authorised payable bills when invoice rows are added or entity fields are present or amounts are normalizedβso you can authorize bills, route ledger paths, and populate accounting fields without manual reconciliation.
How this automation authorises bills faster
When new invoice rows arrive without a consistent approval flow, bills can lag and reconciliation becomes harder. This automation routes qualifying records by legal entity, formats bill fields, and creates authorised bills in Xeroβso your team can reconcile and pay with confidence.
Google Sheetsor swap with your favorite app
2.Routes by normalized legal entity
Integrate Paths by Zapier, routing rules, and ledger setup to route qualifying records to the correct legal entity path.
Paths by Zapieror swap with your favorite app
3.Formats invoice fields for Xero
Integrate Formatter by Zapier, data normalization tools, and accounting field mapping to format dates and currency for Xero.
Formatter by Zapieror swap with your favorite app
4.Creates authorised bill
Integrate Xero, accounting workflows, and contact matching to create a bill, set status to authorised, and map bill fields.
Xeroor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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