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 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.

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 https://bookkeeping-reviews.com/exporting-invoices-in-bulk-to-xero/ 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.

Export 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.

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.

Add Synchronization Account

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 https://bookkeeping-reviews.com/ 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.

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.

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.

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.

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.

• This determines the amount of tax calculated in Xero and how the transaction is reported on the Tax return.
• The default nominal code here is a fallback code for Zahara to use if the coding is missing.
• The second option is to set up a scheduled task to automatically send across any approved invoices to Xero.
• When this functionality is enabled you will have a new option in the Finance tab called ‘Export to Xero’.

From here the invoices can be imported into Zahara, routed for approval and then exported back into Xero when ready. Obviously, we would point out we can do this with our Inbox and do it better, including fixed per invoice pricing and line items recognition without any fanfare. To ensure the charge information is transferred correctly to Xero your Equinox charge categories (Time, Fixed, Cost) will need to be mapped to your Xero account codes. This is something our support team will assist with during the initial setup and can be amended at a later date if necessary. The second option is to set up a scheduled task to automatically send across any approved invoices to Xero.

How to modify your upload template?

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.

• The documents are exported to Xero automatically after they become ready in Datamolino.
• Obviously, we would point out we can do this with our Inbox and do it better, including fixed per invoice pricing and line items recognition without any fanfare.
• This means that the “hard work” of choosing the coding happens only for the first time in the folder.
• Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.
• Once turned on, there is no need to export documents manually.

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.