Improvements in the AccountingLink for Xero

For bills, prime invoices, and sub invoices, you can use the Post to Xero option from the Actions dropdown on the transaction's page to post the transaction to Xero.

How it works

To post a transaction to Xero manually, do the following:

1. Go to Projects and select the project under the Quick Select section.

2. On the Project Home page, select one of the following:

   • Prime Invoices under the Client Contract Admin section.

   • Bills under the Procurement section.

   • SubInvoices under the Procurement section.

3. On the transaction's page, select Actions > Post to Xero.