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.
Related Articles
Setting Up eXconnect: Sync Your Erply Data with Xero Seamlessly
Connect eXconnect & Xero The below chart explains a high level flow between the two systems: Overview Before you connect your account please read our ‘Before you Integrate with Xero’ article. Connecting eXconnect to your Xero account is a powerful ...
How to Manually Sync or Resync Erply Documents to Xero
eXconnect enables manual sync of documents from erply berlin back-office. Enable Backoffice sync plugin Part A: Activating the Manual Sync Plugin in Erply Login to your Erply Backoffice account. Navigate to Settings from the main menu. Click on ...
ERPLY and Xero Overpayment document
ERPLY to Xero Overpayment processing: Create invoice in ERPLY: *Select Customer and update the information on the invoice. *Select the location to invoice for. *Select products and add to the invoice with the quantity. Press confirm the Invoice to ...
Before You Integrate: Key Steps for Connecting Erply with Xero via eXconnect
Before You Integrate Erply with Xero This guide outlines essential preparations and key considerations to ensure a smooth and successful integration between your Erply and Xero accounts using eXconnect. Taking these steps beforehand can save you time ...
Cash In and Out to Xero based on Reason Code
eXconnect now facilitates the sending of 'cash in' and 'cash out' in transactions from the Point of Sale (POS) > to designated chart of accounts within Xero. The specific chart of accounts is automatically determined by the reason code selected in ...