This video explains how to share invoices between Abtrac and Xero, and synchronise invoice payment information back into Abtrac. It covers preparing and committing invoices, uploading them to Xero, managing upload errors and invoice batches, and updating payment records.
In this video, we cover how to:
- Prepare invoices in Abtrac for sharing with Xero
- Commit invoices and review them before uploading
- Upload selected invoices to Xero using the Create Invoice Batch screen
- Check connection status and authorise the Xero connection
- Review upload confirmations and batch numbers
- Manage previously uploaded invoices and make corrections
- Identify and resolve invoice upload errors
- Remove invoices from an upload batch or park invoices you don’t want to send to Xero
- Find previously uploaded invoices and view invoice batches
- Synchronise full and partial invoice payments from Xero into Abtrac
- Understand the differences between payment synchronisation in standard Abtrac and the Debtors module
More details on connecting and configuring the Abtrac + Xero connection can be found here
Abtrac KB# 2228/ AV # 0050