Both purchase invoices and credits are imported using the Purchase Import function. Xero will automatically recognise credits as they are imported as negative values.

Import to Xero

Imported Bills

Xero Field	Workbench Field
From :	Supplier Name
Date :	InvoiceDate
Due Date :	Payment Date
Reference :	Invoice No
Description :	Job Code; Activity code; Work Centre Code
Unit Price :	Value ex GST
Account :	Dr GL Account from activity code selected (refer to section on setup)
Tax Rate :	GST Type Description (refer to section on setup)
Location :	Example for Tracking Option 1 (refer to section on setup)
Division :	Example for Tracking Option 2 (refer to section on setup)
Total GST:	GST, where the GST is not 10% the difference will show as an Adjustment to TAX

Note: where the import includes Retention; no tracking options will be imported against the retention line.

Supplier Information

If Xero can't match the supplier name from Workbench with an existing supplier in Xero, a new supplier will be created.
Note: The names must match exactly in both systems, otherwise a new supplier will be created. Be careful not to have extra spaces at the end of names.
The Postal Address information from Workbench will update the Postal Address information against the supplier in Xero, each time a bill is imported for that supplier. This will happen regardless of whether the bill is for a new supplier or an existing supplier.

Xero Field	Workbench Field
Email Address :	Email
Street Address :	Address 1 + Address 2 + Address 3
Town/City :	Address 4
State/Region :	Address 5
Postal/Zip Code :	Post Code

Note: the following Workbench fields will not be imported
Address 6
Phone
Fax
Reference

Browser not supported