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. 

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