With Emerge’s new Xero batch payments feature, paying multiple invoices just got faster and simpler for Xero users. This guide answers all your questions and walks you through setup, so you can start saving time today.
What are batch payments?
Batch payments let you pay multiple invoices at once, directly from your Emerge account. No more downloading, uploading, or manually managing batch files – just one click and you’re done.
Why should I use batch payments?
Batch payments make life easier for finance teams, accountants, and business owners:
Save time – Eliminate manual steps and clunky processes.
Stay in control – Real-time notifications for approvals, insufficient funds, or required actions.
Improve visibility – Track all batch payment statuses and view your 30-day batch history.
Who can set up batch payments?
Only the original person who connected Xero to Emerge (Owner or Admin) can set up batch payments. This ensures secure and seamless integration.
How do I set up batch payments in Emerge?
1. Connect or reconnect your Xero account
Open the Web Login from your Emerge app.
Go to Settings > View Xero Connections.
If this is your first time, connect your Xero account. If it’s already connected, tap Reconnect to refresh the connection. Here's a guide if you need a hand.
2. Create a batch in Xero
Log in to your Xero account.
Go to Bills to Pay and select the invoices you want to include in the batch.
Finalise the details and save the batch.
3. Pay your batch in Emerge
Open the Emerge app and head to Scheduled Payments.
You’ll see your Xero batch ready to pay.
With one click, approve and process the batch payment directly from Emerge.
4. Stay updated
Receive notifications when:
Approvals are required.
There aren’t enough funds to complete a payment.
Track batch statuses (Completed, In Progress, Needs Approval, Failed) under Scheduled Payments.
View your 30-day batch payment history to monitor progress.
How do approval rules work for batch payments?
For added control, Owners can set up custom approval rules for high-value batches:
Require multiple approvers for any batch over a specific threshold.
Assign Admins or team members as batch approvers.
To set up:
Go to Business Information > Account Rules in your Emerge app.
Top tips to make the most of batch payments
Set approval rules – Protect your business by adding multi-person approvals for large batches.
Monitor scheduled payments – Keep an eye on upcoming batches to ensure your account has enough funds.
Track payment statuses – Stay on top of any incomplete or failed payments to resolve issues quickly.
Centralise your finances – If you’re using Emerge for team expenses, batch payments help streamline your workflows even further.
The impact for your business
Save hours every week – Simplify repetitive payment tasks.
Improve accuracy – Reduce manual errors by automating your batch payments.
Streamline workflows – Seamlessly integrate Xero with Emerge for faster, smarter financial management.
For growing businesses and busy finance teams, Emerge batch payments are a game-changer.
Ready to get started?
Connect your Xero account in Emerge today and simplify the way you pay invoices. For any questions or support, reach out via the app 🚀