Guide
Get started for Xero users
Set up a trial account, authorise Cosmic Bills in Xero, test the connection, and configure supplier and product mapping.
Support
Xero support
The Xero-specific help, in one place. Most connection and coding questions are answered in the guides below.
Guides
Xero guides
Written step by step, with the troubleshooting for the parts of Xero's authorisation flow that catch people out.
Guide
Bills to Xero
How bills reach Xero, the setting that controls whether they arrive as draft, awaiting approval or approved, and what the result looks like.Guide
Account codes on bills to Xero
Set a default account code per supplier so bills code themselves consistently instead of landing on Cost of Goods Sold.Guide
Credit notes processing
Cosmic Bills detects credit notes automatically and exports them to Xero as credit notes rather than bills.Guide
Disconnect and reconnect to Xero
How to disconnect Cosmic Bills from the wrong Xero organisation and connect it to the right one.
Common problems
The three things people get stuck on
Xero will not let me pick an organisation
With several organisations, the dropdown sometimes shows them but refuses the selection. Choose none, select Continue with… organisations at the bottom, and pick it on the next screen.
Bills are coding to the wrong account
Every supplier starts on Cost of Goods Sold until you map it. Set the account code against the supplier in Supplier and Chart of Accounts Mapping, and it applies to every bill from them afterwards.
A bill did not extract properly
Email support@cosmicbills.com with the invoice file attached and say what was wrong. Extraction improves with use, but sending it in gets it fixed faster than waiting.
Still stuck?
Email support with the invoice attached and we will look at the actual document.