Improved Xero Integration
What would your perfect Xero integration look like?
What can we add here or improve upon?
20
votes
AdminUserVoice Admin
(Admin, Atera)
shared this idea
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Theo Postulo
commented
As Dave mentioned. Setting dates on the invoices is critical. Xero requires this field input before the invoice can be approved and emailed. Xero will auto-add these dates based on the settings at Xero and will auto-populate, but ONLY after entering/viewing the invoice. It's extremely tedious to enter each individual invoice to populate these fields before they can be processed. It would be much more seamless to select a batch of draft invoices and press "Approve and Email" - job done.
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Dave Webster
commented
Please add some way of setting due date on export to xero.
It's becoming very tedious to edit one at a time hundred of invoices.