> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled ERP imports

> Automatically import unpaid bills from your accounting platform on a nightly schedule.

Scheduled ERP imports pull unpaid bills from your connected accounting platform (QuickBooks, Xero, NetSuite, or Sage Intacct) every night. New bills show up in Bill Pay without anyone kicking off an import by hand. Use this once your ERP is the system of record for bills and you want that data flowing into Dash.fi continuously.

## Before you start

* You need an active accounting integration. Connect one under **Settings → Integrations** first — the schedule page will warn you if no connection is active.
* You need the **bill:write**, **bulk-import:write**, and **bulk-import-schedule:write** permissions to edit the schedule. Users without them see the schedule in read-only form.
* The **New bill → ERP import** entry is only visible when the ERP import feature is enabled for your workspace and you can import from accounting.

## Open the ERP import menu

Go to **Bill Pay** and click **New bill**. When ERP import is available, the dropdown includes an **ERP import** entry:

* On desktop, hovering **ERP import** opens a side sub-menu with two options.
* On mobile, tapping **ERP import** opens a dialog listing the same options.

The two options are:

* **Import now** — opens the on-demand bulk import dialog to sync your current unpaid bills from your accounting platform in one pass. See [Run an ERP import on demand](#run-an-erp-import-on-demand) below.
* **Scheduled sync** — takes you to `/bill-pay/imports/schedule` to configure the nightly schedule.

If your role only has one of the two permissions, only that option appears.

## Configure the nightly schedule

From **New bill → ERP import → Scheduled sync**, open the **Nightly accounting sync** card and click **Edit**.

In the schedule dialog:

1. Toggle **Automatic nightly sync** on to enable the schedule, or off to pause it. When enabled, Dash.fi imports bills from your accounting platform every night.
2. Optionally narrow which bills sync using any combination of these filters:
   * **Created date range** — only import bills created in your accounting platform within this range.
   * **Updated date range** — only import bills updated within this range.
   * **Vendors** — only import bills for the vendors you select. Leave empty to import for all vendors.
3. Click **Save**.

The schedule card summarizes the active filters and shows the last time the schedule was updated. Toggling the switch off leaves your filters saved for the next time you re-enable the schedule.

<Note>
  Bills that arrive from a scheduled sync land in your **Drafts** tab by default so you can review before submitting. If you'd rather have new bills auto-imported without a review step, use the **Import automatically once ready** option on an on-demand ERP import (see below) — the schedule itself always runs in review mode.
</Note>

## Review alert for incomplete syncs

If a scheduled sync finishes but couldn't import every bill it pulled in (for example, some rows failed validation), Dash.fi shows a **Scheduled imports need review** warning banner at the top of the app. The banner links to the **Imports → Ready** view, filtered to the affected sync, so you can finish importing the remaining bills. Click **Dismiss** to hide the banner for that specific import.

The banner reappears if a later scheduled sync also leaves items unimported.

## Run an ERP import on demand

From **New bill → ERP import → Import now**, the bulk import dialog opens with the same filters as the schedule (created date range, updated date range, vendors). At the bottom of the dialog there's an extra checkbox:

* **Import automatically once ready** — when checked, Dash.fi skips the ready-for-review step and imports every pulled-in bill as soon as the ERP connection returns results. Use this when you trust the incoming data and don't need a manual review pass. When unchecked (the default), bills land in the **Ready** view for you to review and confirm before they become drafts.

This checkbox is only available on bill imports.

Click **Start import** to kick off the sync. The dialog shows progress, and you can jump straight to the resulting import from the confirmation.

## Filter and manage scheduled imports

The **Imports** view under Bill Pay lists every bulk import — CSV uploads, on-demand ERP imports, and scheduled ERP imports — with a **Source** column that distinguishes them. Filter by **Trigger** to see just scheduled runs, or by **Source** to see just ERP imports. Each row links to its ready-for-review or completed view.

## Related

* [Create a bill](/bill-pay/create-a-bill) — every way to intake a bill, including the one-off **Bulk import (CSV)** and drag-and-drop invoice upload
* [Manage bills](/bill-pay/manage-bills) — search, filter, and act on bills once they've been imported