How to Edit Bills in Xero

Editing bills in Xero can be challenging, particularly when you are managing many transactions. Whether you need to rectify mistakes, update supplier information, or adjust figures, ensuring accuracy is vital for the reliability of your financial records. With SaasAnt Transactions, editing bills in Xero is made simple, secure, and efficient. This guide will take you through the bill editing process step-by-step to help maintain accurate and audit-ready financial records.

Also Read: Getting Started with SaasAnt Transactions for Xero

Correcting Vendor Bill Errors in Xero

An accounting firm gets several vendor bills that have wrong dates and amounts, leading to reconciliation errors in Xero. Instead of manually removing and re-entering each bill, the firm utilises SaasAnt Transactions to edit and update the records in bulk. This saves them a lot of time and keeps the financial data accurate and ready for audits.

This blog is particularly beneficial for small business owners, accountants, and bookkeepers who use Xero and require an efficient, precise, and secure method for editing bills without the need for manual re-entry or reconciliation mistakes.

How to Edit Bills with QuickBooks Online: Step-by-Step Guide

Always back up your Xero Online data before you begin. Even though SaasAnt is designed to be safe and reliable, a backup provides an added layer of security. Follow the steps below to get started.

Step 1: Log In to Your Xero Account

• Log in to your Xero account.

Step 2: Navigate to the Apps Menu

• On the right side of the Xero dashboard, you can see the menu bar with various options.

• Select the “Waffle” icon. Click the dropdown and select “Find more apps on Xerp App Store.”

Step 3: Search SaasAnt Transactions

• In the search bar, type “SaasAnt Transactions” as shown by the arrow in the image below.

Step 4: Open SaasAnt Transactions

Get the app from the App Store and connect it to Xero. 

On the SaasAnt dashboard:

• On the left side of the SaasAnt Transactions dashboard, you can see the menu bar with various options.

• Select “Modify.”

• At the bottom right, click on “Let’s Modify.”

• Before you modify, make sure that your respective bills are already uploaded to your Xero account.

• Now select “bills” under the Other Transactions section.

• Now, upload your respective bill files from your device and click “Continue”.

Step 5: Mapping Fields And Review

• Ensures accurate mapping of essential fields: Bill number, bill date, etc.

• The ‘Preview Mapping’ feature allows users to verify field alignment before review.

• Select “Review”  after finalising the mapping of all fields.

Step 6: Review And Update

• Review the modified “bills” and select “Upload”. 

• At the bottom left, there is a “Download” option, where you can download this modified data for your future reference.

• Your modified “bills” will be updated in Xero Online. Click “Show Results”.

Step 7: Modify 

• Your modified “bills” appear. At the bottom left, there is a “Download” option, where you can download your modified bills for future reference. 

• And also next to download, you can see “Undo”, where your “bills” will be rolled back. 

Step 8: View Modified Bills

• Now, back to the Xero dashboard, select “Business” on your top left. From the dropdown, choose now “Purchase Overview”.

• Modified “bills” are shown, as modified, as shown in the image below.

Also Read: Getting Started with Xero: Essential Steps & Settings

Wrap Up

Accurate bill management in Xero is essential for effective financial operations. SaasAnt Transactions makes it easier, safer, and quicker to edit bills, allowing you to maintain organised records, save time, and ensure compliance. Whether you're correcting one mistake or managing multiple updates, SaasAnt Transactions helps you keep your bookkeeping hassle-free.

If you're looking to enhance bookkeeping automation, SaasAnt simplifies bookkeeping so you stay accurate, efficient, and audit-ready.

If you have inquiries regarding our products, features, trial, or pricing, or if you require a personalised demo, contact our team today. We are ready to help you find the ideal solution for your QuickBooks workflow.

Frequently Asked Questions

1) Why should I use SaasAnt Transactions to edit bills in Xero?

SaasAnt Transactions automates changes, minimises manual work, and enables bulk updates with error-checking capabilities.

2) Can I edit multiple bills at once in Xero?

Yes, with SaasAnt Transactions, you can efficiently edit multiple bills at once.

3) Can I undo changes after modifying bills in Xero with SaasAnt?

Yes, SaasAnt provides an Undo option to undo changes when required.

4) Do I need to re-upload bills after editing them?

No, after modifications are made, the updated invoices are directly reflected in Xero.

5) Can I edit tax details in bills using SaasAnt?

Yes, you can change tax types, rates, and amounts while editing.

6) Does SaasAnt support other transactions besides bills?

Yes, it supports invoices, customer credit notes, payments, and other transaction types.

7) What file types does SaasAnt Transactions Online support for Xero Online imports?

For almost all entities in Xero, SaasAnt Transactions Online supports XLS, XLSX, XLSM, CSV, and TXT. You can also schedule imports by sending CSV or Excel files via Email, Zapier, or FTP.