Before you begin automating bill uploads or payments, please note the following important prerequisites:

• Bill management permissions must be enabled for your user profile.

• Administrator access is required to set up integrations and manage automation settings.

• Integration access to your chosen accounting software (such as Xero or QuickBooks Online) is needed if you wish to automate uploads via sync.

Important: While you can automate bill uploads and schedule payments, the platform does not support true recurring (automatically repeating) bill payments. You can, however, schedule future-dated payments and use batch payment features to streamline your workflow.

Next Steps

1. Set Up Integration (Optional):

   • Refer to the following articles for details on how to integrated with an accounting software: How to connect with Xero , How do I connect my OFX account to QuickBooks Online?

2. Automate Bill Uploads:

   • Via Email:

     • Refer to the following article for details on how to upload bills via email: Can I create a bill by emailing my invoice?

     • Set up auto-forwarding for your recurring bills to your unique email address to automate the upload into your account.

   • Via Accounting Software Sync:

     • Ensure your accounting softward (Xero, QuickBooks) integration is active.

     • Approved bills in your accounting software will sync automatically to OFX.

3. Automate Payments for Bills:

   • Scheduled Payments:

     • When creating a payment, select the option to schedule it for a future date

       

4. Confirmation:

   • You will receive confirmation in-app or via email once bills are uploaded or payments are scheduled.

   • Synced bills and payments will appear in your accounting software if integrated.

5. Follow-Up Actions:

   • Regularly review your scheduled payments and integration status.

   • Adjust automation settings as your business needs change.

Related FAQ Articles:

• Can I create a bill by emailing my invoice?

• How to connect with Xero

• How do I connect my OFX account to QuickBooks Online?