Selective Purchase Invoice Sync to Xero Bills

eXconnect now offers status-based syncing for purchase invoices to Xero. By specifying an invoice status (e.g., 'Confirmed') thid will trigger the invoice to be sent to Xero as a bill. This feature allows backoffice teams to manage inventory updates upon receiving items (using an interim status like 'Received') without the invoice immediately appearing in Xero. The accounts team can then finalize any pricing or discount details before changing the status to initiate the final sync, providing better control over the bill creation process.

Setting up status-based purchase invoice sync is easy:

In eXconnect, go to Setup > Documents Mapping.
Scroll down and look for "Purchase Invoice Status for Xero Sync."
Click the "Status" dropdown and choose the status (like 'confirmed')
> The invoice is now ready to become a bill in Xero.
Click Next to save your preference

Benefits of this Feature

Greater Control Over Data Sync: Selectively syncing purchase invoices allows you to choose which invoices are sent to Xero, ensuring only relevant and approved transactions are integrated.
Reduced Clutter in Xero: Prevents unnecessary or duplicate invoices from appearing in Xero, keeping your accounts clean and organized.
Improved Accuracy: Minimizes the risk of errors by allowing you to review and approve invoices before syncing, supporting more accurate financial records.
Streamlined Workflow: Saves time by automating the sync process for selected invoices, reducing manual data entry and administrative workload.
Enhanced Compliance: Supports internal controls and audit requirements by providing a clear approval process for purchase invoice integration.