1.Detect new transaction
Integrate Mercury and transaction capture tools to detect new bank transactions for bill drafting.
Create contractor bills from bank transactions for billing
Automatically monitor new contractor transactions across Mercury and billing systems. Create and update draft supplier bills when new transactions post, counterparty names appear, or project codes landβso you can create bills, populate tracking fields, and route for review without manual billing paperwork.
How this automation creates draft supplier bills
When new contractor transactions hit your bank feed, delays can stall billing and project handoffs. This automation finds vendors, formats billing references, and creates draft supplier bills in Xeroβso your team can review and pay on schedule.
Mercuryor swap with your favorite app
2.Find vendor match in table
Integrate Zapier Tables and vendor data tools to find a matching counterparty and map vendor fields.
Zapier Tablesor swap with your favorite app
3.Format billing dates and reference
Integrate Formatter by Zapier and date tools to format transaction dates and compose standardized bill references.
Formatter by Zapieror swap with your favorite app
4.Create supplier bill with tracking
Integrate Xero and project tracking fields to create draft bills with line amounts and tracking populated.
Xeroor swap with your favorite app
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Add draft bills to approval sheet for review
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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