Retrieve payment and deposit information from Xero
The Update Payment Info function under the Sync tab reviews vendor bills, subcontractor invoices, and prime invoices that are less than 180 days old, then updates Sage Construction Management with payment or deposit status. This status appears in transaction detail forms and relevant financial dashboards.
| Exported Sage Construction Management transaction | Xero transaction created | Xero payment or deposit |
|---|---|---|
| Bill | AP Invoice or Bank Transaction | Payment (through check) |
| Sub invoice | AP Invoice | Payment (through check) |
| Prime invoice | AR Invoice | Bank deposit |
Bills or miscellaneous expenses that are exported as bank transactions will be automatically marked as paid in Sage Construction Management.
By default, the system checks payments for transactions up to 180 days old. If you need to review older transactions, you can extend this range.
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Go to Accounting Link and select Advanced under the Sync tab.
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In the Update Payment From field, select the desired date.
The date filters the transactions based on the transaction date, not the payment date.
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Go to Accounting Link and select Update Payment Info under the Sync tab.