Please Note: Before you start, CETA will need to perform some installation on your server to set up the system to produce Xero exports. Please speak to us first.
Permission required: /accountsTransaction
To access your Xero Export:
- Main Menu > Admin Option
- Select Xero Accounts Export, and a new tab will open showing all Invoice 'ready' to Export
- Select the Invoices to export using the checkboxes. There is a select all/none option, however if you do not select ANY, then the software will automatically select all for you
- Select Xero Export from the Report dropdown above the table of results
- A pop-up will appear, with the filename/batch number of your export (it is useful to make a note of this in case of needing to roll back the export)
- Choose Save and Click OK
- Choose a location where you can find it easily, such as your Desktop
- Import the file into Xero using the Xero invoice import functions. (The URL for importing Invoices is https://go.xero.com/Import/Import.aspx?type=IMPORTTYPE/ARINVOICES)
- The selected Invoices will no longer appear on the Xero Accounts Export
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