AccountingLink for Xero - Update Payment Information

After project transactions have been exported from Sage Construction Management, accounting staff will need to process payments and deposits in Xero for these transactions. The Payment button within the Sync section will look at transactions from Vendor Bills, Subcontractor Invoices, and Prime Invoices (see below) that are less than 180 days old and report back to Sage Construction Management the payment or deposit status. This information will be shown in transaction detail forms and applicable financial dashboards.

Important: You have the option to retrieve transactions that go further than 180 days. Open the Accounting Link, select Sync > Advanced, and enter the number of days in the Update Payment From field. Note that the date used to determine this limit is the Transaction Date and not the Payment Date.

Note: Payment information cannot be synchronized when switching accounting systems, as the ID values differ in each system.

Transaction Types

Exported Sage Construction Management Transaction	Xero Transaction Created	Xero Payment or Deposit
Bill	AP Invoice or Bank Transaction	Payment (via Check)
Sub Invoice	AP Invoice	Payment (via Check)
Prime Invoice	AR Invoice	Bank Deposit

Bills or Miscellaneous Expenses that are exported as Bank Transaction will be automatically marked as paid in Sage Construction Management.