Sync overview

The Sync Wizard will identify new customers, suppliers, and related transactions that can be exported to Xero. It will eliminate all the guess work and provide accounting staff complete control of what companies and transactions can be exported.

1. Go to Accounting Link and select Sync under the Sync tab.

2. The following pages show unsynced transactions and records in order:

   1. Export Sage CM Bills | Sub Invoices to Xero AP Invoice.

      Alternatively, you can manually post a bill or sub invoice using the Actions > Export to Xero option on the transaction's page.

   2. Export Sage CM Employees Misc. Expenses to Xero Expense Claims.

      If the Payee is a company, then the supplier will be exported or linked dynamically in Xero.

   3. Export Sage CM Prime Invoices to Xero AR Invoice.

      Alternatively, you can manually post a prime invoice using the Actions > Export to Xero option on the prime invoice's page.

   4. Export Sage CM Employees to Xero Employees.

      The list includes all active employees in the Sage Construction Management Time & Expenses module who have not yet been exported to Xero.

      The wizard checks employee names to prevent duplicate records in Xero.