Creating a Bill (Expense) from Salesforce
You can create a Bill (Expense) directly from any object within Salesforce.
To do this, follow the steps below:
Step 1: Create a Xero Custom Object Mapping
Go to the Xero Custom Object Mapping tab in Salesforce.
Create a new mapping record.
In the field “Invoice/Bill/Credit Note/Pre Payment”, make sure to select Bill.
Step 2: Trigger the Action
After the mapping is set up, you can create a Bill in one of the following ways:
Option 1: Create a custom button on the desired Salesforce object that triggers the Bill creation process.
Option 2: Invoke the action within a Flow to automate Bill creation based on your business logic.
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