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Importing Invoices from Xero

It is possible to import Xero invoices from Xero and automatically create Empower Jobs.



To do this:


1.  Within Empower ensure you are connected to Xero - for more information see Connecting To Xero.


2.  Once connected you should see a page similar to 



        
3.  Click on Import Invoices from Xero (see highlighted above).

     You should then see the following

  


4. It is possible to

• Download draft invoices from Xero (see highlighted above) to create Jobs in Empower

• Download awaiting payment invoices from Xero (see highlighted above) to create Jobs in Empower

• Download  paid invoices from Xero (see highlighted above) to create Jobs in Empower.

   
   After clicking on one of the above you should see a page similar to

    
   
    This will display all appropriate invoices raised in Xero in the last two months.

   
    Click on Import (highlighted above) to select a specific invoice to be imported and created as an Empower Job.  

   
    To select multiple Invoices click on the appropriate Multi Select Check box (highlighted above) and then click on Multi Import.  A maximum of 15 can be imported at a time.

   
     The Xero Reference is used as the new Empower Job Number and the Xero line items for that Xero Reference becomes the Product. 

     
     If the Xero Reference is blank, the Xero Invoice number will be used as the new Empower Job Number.









 

See also