When are bills synchronised with Xero?
Export bills from Revolut Business to Xero
Once integrated, you can sync your uploaded bills and payment details from Revolut Business to Xero. To ensure ledger accuracy, only fully paid (or with scheduled payments) bills are exported to Xero. To create and export bills from Revolut Business:
- Go to Bills and select 'Add bill'
- Upload the bill. You can either drag and drop the file (PDF or JPG), or forward the bill to us via email as an attachment
- All your uploaded bills will appear under 'Transfers' as drafts. Here, you can review, edit, schedule, and send payments
- Once the bill is paid, it will sync with Xero. Make sure the 'Export bills to Xero' toggle is enabled in your integration settings and the paid bill is marked as 'Exported'
Import bills from Xero to Revolut Business
You can also retrieve bills from Xero to automatically generate draft payments in Revolut Business.
- To create a bill in Xero, go to 'Business', select 'Bills to pay', and click 'Create a new bill'
- After the bill is created and synced, it will appear as a draft payment in your Revolut Business account. Make sure the 'Import bills from Xero' toggle is enabled in your integration settings
After imported and paid in Revolut Business, the bill will be marked as paid in Xero.