How to Import your Xero Bills into NoFrixion

Step 1: Importing Bills

Note: any bills in Xero with the status ‘Awaiting Payment’ will be pulled into NoFrixion automatically.

Navigate to the Pay Runs tab in the Accounts Payable module.

Click Create Pay Run.

Select Import from Xero.

Contacts in Xero

When creating a pay run, NoFrixion will automatically pull information from Xero, so it's crucial to ensure all contact information is saved in Xero before trying to import bills, e.g., email (for remittance emails), bank account information etc.

Since all contacts should have financial information attached, NoFrixion will automatically pull this information and send the funds to the contact after authorisation.

Step 2: Reviewing and Approving the Pay Run

Once Xero bills are imported into NoFrixion, you will be taken to a draft pay run where you can review and confirm the payments to be executed. After ensuring everything is in order, approve and authorise the payments.

If multiple invoices are being paid to the same supplier, the system will group all invoices and send one payment. By selecting the dropdown icon, you can view the individual payments. For example:

Invoice due dates are pulled from Xero, and the payment date is scheduled when a pay run is approved. You can use the due date as a guide for selecting your payment date.

Step 3: Remittance Emails

After the pay run is approved and authorised, a remittance email will be sent to suppliers using the contact emails stored in Xero. The email includes a breakdown of the payments, invoice numbers, and references.

Step 4: Payment Status Updates

Once the payments are processed:

In Xero: The bill status will be marked as Paid after NoFrixion processes the payment.
In NoFrixion: The pay run will show as Completed, and each payout will display a paid status.

Step 5: Reconciling in Xero

If a transaction already exists in Xero corresponding to a statement line in NoFrixion, simply match the two and click ‘OK’ to reconcile.

Our integration allows the grouped payouts to be identified in Xero and bulk matched.