Accounts payable automation for Xero that checks before it posts.

1. 1

   Connect Xero

   Sign up with your Xero login. Account coding is suggested from how you coded each supplier on past Xero bills.

2. 2

   Invoices arrive

   Forward them to your workspace’s own email address, or upload PDFs and scans (PDF, PNG, JPEG or TIFF, up to 25 MB each).

3. 3

   Read and validated

   Lines, tax and totals are read and recalculated. Duplicates, changed bank details and supplier tax IDs are checked.

   How it works →
4. 4Match plan and above

   Matched to the PO and goods receipt

   Each line is compared with the purchase order and with what was accepted on delivery, net of earlier invoices.

   How it works →
5. 5

   Approved by a person

   Clean invoices wait for an approver; held ones show the reason. Overrides need a written reason, and a second approver can be required above an amount.

   How it works →
6. 6

   Posted to Xero

   The approved bill goes to Xero with the original document attached, as a draft unless you choose otherwise.

The document goes with the bill

Approved invoices go to Xero as bills with the original PDF attached, so the evidence sits next to the entry.

Draft by default

Bills go in as drafts unless you choose another status in the Xero connection settings.

Tax posted as printed

Each line gets the Xero tax rate that matches the invoice. If Xero would work out a different total, the bill goes in as a draft for you to check.

Rates never averaged

When an invoice mixes tax rates, each line keeps its own.

No bill posted twice

Before posting, Tenet looks in Xero for a bill with the same supplier and invoice number.

• A Xero organisation, and someone who can connect apps to it.
• A business in the US, UK, Australia and New Zealand. Prices are in USD per company, with unlimited users.
• Supplier invoices as PDFs, scans or email attachments.
• For matching: your purchase orders and delivery notes or goods receipts, uploaded or emailed in. Tenet doesn’t read purchase orders from Xero yet.
• Someone with authority to approve, and, if you want one, the amount above which a second approver is needed.

Check if you don’t use purchase orders. Match if you raise POs and receive goods. Every plan has unlimited users.

Does Xero do 3-way matching on its own?

Not as a check. Xero lets you create a bill from an approved purchase order and enter the quantity received on each line, but Xero’s accounting product doesn’t record a goods receipt, and it doesn’t compare the supplier’s invoice with the order and the delivery for you. Read the guide.

Does Tenet post bills to Xero automatically?

No. An invoice that passes every check is marked Ready to approve, but a person approves it. Only then is the bill sent to Xero.

Do we need purchase orders?

No. The Check plan validates every invoice without a PO: arithmetic, tax, duplicates and supplier details. Matching against POs and goods receipts is on the Match plan and above. Compare plans.

Does Tenet pay our suppliers?

No. Tenet checks and approves; you pay approved bills from Xero or your bank as you do now.