1. Sign up for the free trial
Register for a Cosmic Bills account, select the country your accounting system is in, choose Create New Account, and fill out the form.
Trial length is being confirmed
The trial length and the number of documents included are stated differently in several places across the site and in the terms. The exact figures that apply to your account are confirmed at registration. See pricing for the plans available afterwards.
2. Connect to your accounting system
After you submit the registration form you are asked to sign in to your Xero account to complete the connection.
3. Set up Cosmic Bills
For most people there are only three things worth changing in the settings menu:
- Map a supplier to the expense account its bills should code to.
- Map a product to the expense account it should code to.
- Choose how you want bills uploaded.
The three upload options
| Option | What happens | Best when |
|---|---|---|
| Default | You upload and stay on the screen until scanning finishes. | You are processing a handful of bills and want to review them straight away. |
| First upload option | You upload and can leave. Cosmic Bills emails you when the bills have been scanned, ready for you to review and approve. | You are processing a batch and would rather not watch it. |
| Second upload option | You upload and can leave. Cosmic Bills scans the bills and posts them to Xero directly, then emails you. | You trust the coding for these suppliers and will check the result in Xero. |
The second option posts without you looking first
Bills still land in your ledger for you to check, but nobody reviews them before they get there. Use it once your supplier mappings are settled, not on day one.
Last updated .