Xero Import Process - PM invoices

This process can be used to import your PM fee invoices for reconciling from the invoice entry 

Please note your clients will need to be setup in your Xero as contacts with their names worded as they are in Careview. 

The account number should be the client's NDIS number. 

Any support needed for Xero should be organised with them directly or use their website for more information

1. Generate the CoS Xero file by clicking Action then download Xero file from the Invoice entry page

2. Save the file locally, and extract the folder  ( for this we will be using the Sales Invoice template )

3. Log into your Xero

4. Go to Business and Select Invoices

5. Select Import

6. Use the browse button to file the file:

Making note that the two below selections should be set, then click Import

7. Xero will provide an overview of what you are importing. Then your invoices will be situated under the Invoices tab in Xero to be marked as paid when the money is received. 

• Related Articles

• Xero Import Process - CoS Invoices

  This process can be used to import your Support Coordination invoices from Careview to your Xero account. Please note your clients will need to be setup in your Xero as contacts with their names worded as they are in Careview. The account number ...

• How to Import Provider invoices as Bills into Xero

  Use this process when you are wanting to reconcile your external provider invoices 1. Go to the Invoice entry page and select the invoices you wish to import 2. Then click Action and select Xero 3. Once the zip file is downloaded locally to your ...

• Quickbooks Import Process - CoS Invoices

  This process can be used to import your Support Coordination invoices from Careview to your Quickbooks account. Please note your clients will need to be setup as contacts in your Quickbooks with their DISPLAY NAME showing as how it is written in ...

• MYOB Import Process - CoS Invoices

  This process will show you how to import a way to be able to import from Careview into MYOB 1. Create Export file ( CoS Invoice Process guide, please note we will be using the Sales template for this process ) 2. Extract the file from the extraction ...

• Bulk Invoice Import Processing Setting

  Use the following steps to enable the Bulk Invoice Processing function; Please refer to the Bulk Invoice File Import User Guide for full details of this function and what is required to gain access. 1.            Click on Settings. 2.           Under ...