While setting up integration between Avaza and Xero, you might be wondering what rules dictate which Invoices and Bills are copied across to Xero?
The following features have an impact on which invoices or bills are sent to Xero.
Integration Start Date for Invoices
Integration Start Date for Bills
Integration Status (Started, Not Started, Paused)
- As well as the following checkboxes:
Integration Start Date: If there are some Invoices or Bills in your system that were created before the Integration Start Date, they will not sync. The Integration Start Date marks the beginning of your systems' integration and serves as a reference point for the system to sync data across.
When an Invoice is created or updated in Avaza, create or update an Invoice in Xero: Enable this checkbox to allow the integration to sync Avaza invoices in Xero.
When a Bill is created or updated in Avaza, create or update a Bill in Xero: Enable this checkbox to allow the integration to duplicate Avaza Bills in Xero.
Integration Status: By default, the integration status is Not Started however after you have configured all the required settings you can click the Start Sync button to enable the sync. This will update the status of the sync to Active however you can click the Pause Sync button if required to temporarily stop the integration.
What to do if you have Invoices or Bills that were created before the Integration Start Date?
If you have Invoices or Bills that were created before the integration start date, they will not sync. Even if you update those invoices or bills later on, that doesn’t change their invoice/bill creation date. And so, any invoices or bills created prior to Sync Start Date must be added or updated in Xero manually.
To learn more about Avaza Xero Integration, please click here: Avaza Xero Integration Article. In case, of any other issues, please reach out to our Support team and we shall investigate them further for you.