In this article: This is a feature on our Premium and Professional packages - see more about Pricing |
Exporting Invoices to Xero
Go to the Finances icon and click on the Reports → Invoicing, then select Export CSV. Here you'll see the option for a Xero CSV.
Once clicking here you'll see the option to add the account number for reporting purposes. You can either select an existing Account ID, click Add new to create one, or leave the fields blank.
Once you've selected Generate file you'll see the file preparing for export.
You will receive a notification when your file is ready to download.
Now you can click Download to obtain the file.
Upload this to Xero following these steps.
Account Codes
Account codes are used by your finance team to organise purchase items by type.
You can create these under Settings → Finances → Accounting. Here you can add account IDs for various categories of items and Save them. Underneath this list, you have the option to link these IDs to either Plans, Purchases, etc. as a whole.
If you'd like to be more granular with the categorisations you can link your account IDs to specific sessions or purchase by going to Settings → Finances → Pricing → Pricing structure and clicking into a specific session. If you scroll to the bottom of the session details you can see the option to choose the account ID/number that this will be linked to.
Repeat this step for each of your pricing items.
The Account numbers will appear as a column in the Xero CSV document which is downloaded as shown above.