Bill Concierge Login
  • Home
  • Home
home/Knowledge Base/Xero FAQs

How to integrate my Bill Concierge account to my Xero account?

15 views 0

Written by bidenergy
September 6, 2020

Now you can start publishing the electricity bills into Xero Accounting software from the Bill Concierge App easily through following steps

  1. Go to Setup > My Account > Xero Setup or use the “Xero Setup” quick link on your dashboard

    Setup from My Account Page

    Or click on Xero Setup on Dashboard

  2. Click on “Connect to Xero” button and you will be taken to Xero login page for you to login and establish the connection between BillConcierge and Xero
  3. Select the Organisation that you would like to connect as below and click on “Allow Access” blue button. Please ensure the selected company on your Xero account is already not connected to another Bill Concierge app account.
  4. Now that your connection has been successfully established, we just need to map a few fields on Xero Setup page quickly to complete the process so that bills when published into Xero gets allocated to right supplier and account codes.
  • Suppliers on Bill Concierge should be mapped Suppliers that you have created on Xero. If you can find the supplier, you can add a Supplier in Xero by clicking on button “Add Supplier in Xero” button. Once created the supplier in Xero, just come back to the Xero setup page on Bill Concierge and refresh the page to find the supplier in the dropdown select option.
  • Assign your account Codes
  • Select the Tax setting
  • Select the status to publish within Xero
  • Make sure to save your setting

 

Your setup is now complete, you can go to Bills > Xero bills to start publishing the bills into Xero account now.

 

Was this helpful?

Yes  No
Related Articles
  • Troubleshooting – I am unable to publish bills into Xero
  • Troubleshooting – I am having issues connecting Bill Concierge to Xero
  • How can I auto forward my invoices to my ReceiptBank account?
  • How to Publish bills into Xero?
All Help Categories
  • Getting Started 4
  • General FAQs 7
  • Xero FAQs 5
  • Bidding 4
Popular Articles
  • How do I get Started?
  • Who is authorized to sign the Letter of Authority?
  • Who can use it?
  • Which energy providers do Bill Identity work with?
  • I don’t have an electronic Epdf of my Electricity bill – where do I get one from?
manual
Bill Concierge is a simple, powerful and easy to use application which enables SMBs to quickly get started, manage their electricity bills in a single space and find better offers in the market through live bidding event.
Company
  • About Bid
  • Contact Us
Support
  • Submit a support ticket
  • support@billconcierge.com
  • Privacy Policy
  • Terms of Use
  • © 2020 billidentity.com . All Rights Reserved.