How To: Export Information
The processes outlined below explain how to export different types of information to Xero from the Xero integration screen.
It's important to note that invoices will not successfully export if the stock item(s) on the invoice are not synchronised. To export pending invoices to Xero:
Synchronising payment allocations exports payment and credit allocations. Only invoices that are marked as approved within Xero itself can have payments or credits allocated to them. To synchronise allocations from Khaos Control:
Regardless as to which option is set in the configuration of Xero integration, at least some stock items will need to be synchronised - either all stock items or just those on invoice lines, whether they are rollup stock items or not. To synchronise pending stock items: