If you want to export only selected invoices, tick the box next to the invoices you want to export and click ‘Export to Xero’. Transactions with light blue label are auto-exported, with darker green are manually exported. When you create a folder, you are prompted to connect the folder to your Xero organisation. If you have not done https://bookkeeping-reviews.com/ so, please connect the folder to your Xero so you can proceed with the data export. Xeroom has been created, developed and tested over the last 10 years by a team of experienced UK professional accountants, bookkeepers and developers. If you hit any errors then please check debug and your WooCommerce error_log to identify the issue.
Warning – This will create orders in your Xero account which if are of Paid status cannot be deleted. To avoid wasted time we strongly recommend creating a demo Xero account and connecting your site to that to check this process before switching back to live. Then just run a small number and double-check before doing a large export run. There are some additional preferences that can be enabled when exporting charges to Xero.
Transfer documents from other software to Xero with GetMyInvoices
The Bulk Export to Xero option from the main Xeroom menu takes you to the bulk data loading tool. This enables a large number of historic orders to be posted to Xero in one go. If you are migrating to Xero and who want your past history to be loaded into Xero for the current or previous financial periods. Our Support team are happy to help with bulk updates to set Payment Terms. Before this functionality is enabled, some configuration is required to ensure the information is transferred to your Xero account correctly. You can export all ready-to-export invoices by clicking ‘Review & Export’ inside the folder.
Auto-export can be a major time saver in your day-to-day work. It is a good option for those suppliers where you know the extracted data is correct and do not need to adjust the figures or invoice descriptions. This is preferable if you suspect there could be OCR based errors in the data due to invoice image quality.
How to modify your upload template?
This means that the “hard work” of choosing the coding happens only for the first time in the folder. On the next export you only need to review the settings and adjust only when necessary. As shown above, you need to select a Division and a default nominal code. One of the things Zahara has that Xero doesn’t, is Divisions so you need to set a default Division. In fact, you could create a separate Division specifically for these invoices that follows a specific approval process.
- Whether they are managing expenses or cashflow – with Xero, entrepreneurs keep a close eye on their finances.
- Auto-export can be a major time saver in your day-to-day work.
- It is possible for charges to be mapped to a Xero account code based on the Equinox charge sub-category as well.
- One of the things Zahara has that Xero doesn’t, is Divisions so you need to set a default Division.
- This is preferable if you suspect there could be OCR based errors in the data due to invoice image quality.
- If you have not done so, please connect the folder to your Xero so you can proceed with the data export.
When charges are exported from Equinox to Xero the charges will be mapped to Xero Tax Types depending on the country of the billing contact in Equinox. This determines the amount of tax calculated in Xero and how the transaction is reported on the Tax return. You can also https://bookkeeping-reviews.com/exporting-invoices-in-bulk-to-xero/ choose to send a copy of the Equinox invoice whilst exporting which will then attach as a document in Xero. Here, you can periodically select any invoices from a list within Equinox and click a button which will send them over to your Xero account as Draft invoices.
Default Charge Mapping
Invoices can also land in Draft in Xero with key bits of information missing like Tax Rates and Nominal Codes. The default nominal code here is a fallback code for Zahara to use if the coding is missing. It is possible for charges to be mapped to a Xero account code based on the Equinox charge sub-category as well. The charge sub-category list can be customised to add extra charge options. Please contact our support team who can add the extra sub-category options for you.
- Here, you can periodically select any invoices from a list within Equinox and click a button which will send them over to your Xero account as Draft invoices.
- Please contact our support team who can add the extra sub-category options for you.
- To avoid wasted time we strongly recommend creating a demo Xero account and connecting your site to that to check this process before switching back to live.
It’s unlikely your recognition provider will find a Zahara purchase order number automatically and Xero simply doesn’t have a field for us to map against to use. This means any invoice created in Xero Drafts and imported into Zahara will have to be manually matched with an order in Zahara and will be problematic. This feature is designed for those Xero users that use Dext, Auto Entry, EzzyBills or in fact anyone that created purchase invoices on your behalf.
Once turned on, there is no need to export documents manually. The documents are exported to Xero automatically after they become ready in Datamolino. Use these instructions only if you have never connected your WorkflowMax account to Xero.
When this functionality is enabled you will have a new option in the Finance tab called ‘Export to Xero’. Select the object, make the necessary changes to it and Update the template or Update and Execute the new query. If you want to export an individual invoice as an Excel, CSV or PDF file, see Printing, Emailing or Exporting an Invoice. Use these instructions to export the information contained in an invoice to another application such as QuickBooks 2010, MoneyWorks or MYOB.
How to design a template to upload data from google sheets to Xero?
When you export a document for the first time into Xero, you need to pair the supplier names on the invoices with your contacts in Xero. Any invoices that have been sent to Equinox will be updated to show they are ‘Transferred’ to prevent them from being exported to Xero more than once. This article provides information about the Equinox Xero integration which enables any invoices generated within Equinox to be easily transferred to a Xero account. And provide the name of the template in Template Name field, for instance, Template 1. Next, select the “Filter By IDs” radio button, highlight the required Invoice ID in the sheet, and use the “reference” icon to insert the data range. You will be redirected to the Bulk Export screen where you can easily review and adjust coding if needed.
If you are still having problems then please contacting support. Standard batching involves manually selecting invoices through the Process screen. Please let our Support team know if you want to use any of these options.
Xero is an online accounting software for smaller enterprises. Xero provides a payroll tool and enables the coordination of foreign currency accounts with hourly updated exchange rates. Users also have the possibility to link their bank account, meaning transactions flow seamlessly into Xero every workday. Whether they are managing expenses or cashflow – with Xero, entrepreneurs keep a close eye on their finances.