How to Synch Simpro Invoices to Xero
K-B

Khollen - BraveSecurity.com.au

Created Apr 04, 2024

How to Synch Simpro Invoices to Xero

6
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Brave Security

9 Steps
1

Click on Invoices

Click on Invoices
2

Click on Utilities

Click on Utilities
3

Click on Xero

Click on Xero
4

Go to Transaction Type and click on Customer Invoices / Credits

Go to Transaction Type and click on Customer Invoices / Credits
5

Click on SEARCH

Click on SEARCH
6

Tick the invoices you want to synch. You can also "Select All" if you want to synch all the shown invoices.

Tick the invoices you want to synch. You can also "Select All" if you want to synch all the shown invoices.
7

Click on PROCESS SELECTED

Click on PROCESS SELECTED
8

Click on OK

Click on OK
9

It will redirect you to the data synching progress page and shows you the progress. After synching is done, it will redirect you to Connection Details page and shows you successfully synched the invoices.

Status should all be Successful if status is "Failed" you need to investigate why the synching failed.

It will redirect you to the data synching progress page and shows you the progress. After synching is done, it will redirect you to Connection Details page and shows you successfully synched the invoices.
Well done!
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