Sync Overview

The Sync Wizard will identify new customers, vendors, and related transactions that should be exported to Xero. It will eliminate all the guess work and provide accounting staff complete control of what companies and transactions should be exported. Below is an outline of each Sync Wizard step.

1. Export Sage Construction Management Customers referenced in prime contracts that are marked as approved with a status date.

   Make sure to select only the projects or prime contracts that should be posted to Xero. Transactions associated with any project or prime contract that is not selected will not be posted to Xero.

2. Export Sage Construction Management Vendors referenced on bills and sub invoices.

   The Accounting Link utility will do a lookup on the vendor name to prevent duplicates in Xero.

3. Export Sage Construction Management Bills and Sub Invoices.

   This list will show only approved transactions where vendors are linked in both systems.

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

4. Export Sage Construction Management Employee Miscellaneous Expenses.

   Like bills and sub invoices, this list will show only approved transactions where employees are linked in both systems.

   If the Payee is a company then the vendor will be exported/linked dynamically in Xero.

5. Export Sage Construction Management Prime Invoices.

   Similar to the expense transactions, this list will show only approved invoices where customers are linked in both systems.

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

6. Export Sage Construction Management Employees that have approved labor timecards.

   The wizard will do a lookup on the employee name to prevent duplicates in Xero.