Xero Extract - Show SC Claim Type

Xero Extract - Show SC Claim Type

An option has been added to the Xero Extracts setting called Show SC Claim Type. When this option is enabled, the related Claim Type from the Support Coordination Case Note will be added to the Description column in the Xero Bills and Sales Invoice CSV files.

Support Coordination customers will need to make sure they are setting the correct Claim Type in the Support Coordination Note Contact Types setting. For information on how to do this please refer to https://desk.zoho.com.au/portal/careview/en/kb/articles/contact-type-setting. Where no Claim Type is set, STAND will be exported to the Xero files.


To enable:

1. Open the Settings


2. In the Integration section, click on Xero Extracts


3. Enable the Show SC Claim Type

4. Click Save

As per the below example, Xero CSV files created from the CoS NDIS Claim or CoS Invoices tabs will now include the Claim Type in the Description column.

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