Adding bills to Melio centralizes your accounts payable, ensuring you never miss a due date while keeping the accounting software you use organized and up to date.
There are several ways to get your bills into Melio, depending on your workflow:
- Create manually
- Upload a file
- Import multiple files at once
- Sync with accounting Software
- Upload a CSV or Excel spreadsheet
- Import from a Gmail account or Amazon Business.
The following guide details how to create a bill manually and contains the following sections:
- Start the bill creation
- Enter basic bill details
- Add line items and accounting details:
- Schedule the payment
Start the bill creation
1 - Sign in to your Melio account.
2 - Select Pay in the left sidebar.
3 - Select the Bills tab.
4 - Select Create a bill.
Enter basic bill details
5 - Enter the Vendor business name, Bill Amount, and select the currency.
6 - Select the Due date. The default is set to today.
7 - (Optional) Enter the Invoice date and Invoice number. Adding a note to yourself can also help track what the bill is for.
8 - (Optional) Under Payment frequency, you can choose to make this a recurring payment.
Add line items and accounting details
Premium subscribers (Core, Boost, and Unlimited) can add line items to break down the invoice total.
Subscribed to Go but want to add line items?
You need to upgrade your plan to Core, Boost, or Unlimited.
9 - Select + Add another line.
10 - Enter the Description and Amount for the item.
Automatic scanning and data entry for users synced with QuickBooks Online
If you are synced with QuickBooks Online, Melio will automatically capture line items and pre-fill the Category, Class, and Location (where applicable). This happens after you upload a bill and select a vendor name.
- QuickBooks category: Melio pre-fills line item categories for you. You can edit these at any time; Melio will learn from your changes and apply them automatically next time.
- Class and Location (Boost & Unlimited plans): These fields are automatically selected based on the scan or entered information. You can change them manually if needed.
We use an AI technology to assign bill details based on the uploaded bill file and your billing history.
- When it works: The auto-fill feature activates immediately after you upload a bill file and select a vendor name.
- How it learns: If you manually change a field that Melio filled in (e.g, category), the system remembers this change. You don't need to change it manually every time.
- Vendor-specific: These preferences are saved for each vendor separately. If you make a change for Vendor A, it will not affect how bills are read for Vendor B.
For users synced with Xero
- The line items will show the fields that match those in Xero.
- Boost & Unlimited: You can add Tracking Categories to the bill details. Each line item supports up to two tracking categories for detailed financial reporting.
Schedule the payment
11 - Once all details are correct, click Continue to pay to schedule the payment immediately.
12 - Alternatively, click Save and close to save the bill draft for a future payment.
That’s it. You successfully created a bill.