Exporting of non-billable tasks and costs options You can define the invoice description in the job or miscellaneous invoice description boxes.Ģ. Consolidated invoice export to Xero: Using the new “job or miscellaneous invoice total” you’ll be able to export just the invoice total as a single line to Xero. Tasks and costs (current default functionality)ġ. Helpful tip: We suggest that you change your export settings to Xero to “export as draft” whilst you try out these new settings, so you can delete any drafts exported to Xero whilst you optimise your new settings.įrom the Business -> Settings -> Xero menu, select “Connect to Xero”(if you’ve never connected to Xero before) and you’ll now see the following new options:ĭetails: Job or miscellaneous invoice total Our solution: make it easier and quicker to invoice the way you wantįrom 18 June, you’ll be able to configure how your invoices are exported to Xero with some new export options. There was some double-handling and the process was not ideal. Other customers who included non-billable items on their jobs would have to either remove them from the custom invoice and invoice them separately, on an invoice which would never be sent to the customer, or include them on an invoice, then pop into Xero drafts and edit the invoice in Xero to remove the zero lines. This method reduced the insights an account could gain into the work done on their job(s). Some customers would use just one task on a job in order to have the single line export to Xero. To deal with this, customers created a few workarounds. There was no option to send just a single line as a total on an invoice. You would have one line for every task and cost, regardless of whether these lines had a zero value. Historically, when you created an invoice in WorkflowMax, (and you were connected to your Xero account), you didn’t have any choice about what information was exported to your Xero account. The problem: limited choice about how you export data to Xero
As part of our ongoing enhancements, we’re excited to announce that another round of invoicing improvements are live from 18 June. Thanks for all your feedback on our roadmap. Consolidate your invoice into a single line or hide your zero line items.Īs Xero's WorkflowMax grows globally, we continue to advance our mission of helping our small business customers with enhancements and seamless experiences with our products.
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