GetInvoiceXero
Automatically create and populate bills in Xero with GetInvoice.
Overview
GetInvoice can automatically create and populate bills in Xero, eliminating the need for manual data entry. Our integration streamlines the process of entering receipts and bills into Xero while maintaining the security and accuracy of your financial data.
GetInvoice is currently in beta testing with Xero, with a limited number of available slots.
Setting Up the Integration
In GetInvoice, navigate to Settings tab
Click + Add Account on the Xero card, this will trigger the Xero authentication flow
Select your organization and agree to the required permissions
Prerequisites
- An active Xero account
- Authorization for GetInvoice to access your Xero organization
- Available beta testing slot (currently limited)
How It Works
GetInvoice integrates with Xero to automate your bill management workflow. Our integration streamlines the process of entering receipts and bills into Xero while maintaining the security and accuracy of your financial data.
What We Do
GetInvoice performs three main functions with Xero:
Contact Information
Creates and updates contact information for vendors
Bill Entries
Creates bill entries with full transaction details
Original Documents
Attaches original documents to bills
Authentication
- We use Xero's official OAuth 2.0 authentication system
- You explicitly grant permission through Xero's secure login
- GetInvoice never stores your credentials
- You can revoke access at any time through Xero
Once the account is connected, only new invoices will be forwarded to Xero.
Creating Bill Entries in Xero
When you process an invoice or receipt through GetInvoice, you can decide to add it to Xero:
Click the Add to Xero button on the invoice actions button .... If you don't manually push the invoice, it won't be added to Xero.
You'll see a modal with the following options, with values pulled from your Xero account:
- Account Code (from your Chart of Accounts)
- Tax Code
We check if the contact exists in Xero
- If new, we create a contact profile
- If existing, we use the existing contact
We create a bill entry with:
- Full transaction details from our AI processing
- Correct currency handling and conversion if needed
- Proper account code and tax treatment based on your input
We attach the original document to the bill entry
Once the entry is created successfully, you will see a quick access button on GetInvoice to open the entry in Xero
Currency Handling
- We respect your Xero base currency
- For amounts in different currencies:
- We convert the amount to your base currency
- We maintain original currency information in the reference
- We use real-time conversion rates
- The conversion details are included in the bill reference
Security
Data Access
What We Access
- Basic organization information
- Chart of accounts
- Contacts list
- Tax rates
- Bill transactions
- Account settings (read-only)
We Don't Access
- Sales data
- Customer information
- Employee data
- Banking details
- Other sensitive financial records
Data Creation
Contact Information
- Business name
- Email address (if available)
- Contact details (if available)
Bill Entries
- Transaction date
- Amount and currency
- Line item descriptions
- Account code
- Tax type
- Original document attachment
Data Protection
Data Protection
- We don't store your Xero credentials
- We use secure OAuth 2.0 tokens for access
- All data transmission is encrypted
- We follow Xero's security best practices
User Control
- You can disconnect the integration at any time
- You can review all synchronized data in Xero
- You maintain complete control over your account
Limitations
- Beta testing slots are currently limited
- We can only create bills in your Xero base currency (amounts are automatically converted)
- We can't modify existing Xero data
- We can't delete contact profiles
- We don't sync historical data automatically