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  1. Sales Invoices - Import with Paid status and Date

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Sale commented  · 

    I agree, we use an EFTPOS system which does not have an integration to XERO and use a similar process involving a Sales Clearing Account. Our daily bank feed EFTPOS receipts are posted to the clearing account and then at month end an invoice is created from a report out of the EFTPOS system to offset the payments and provide sales reporting data. The whole thing is clumsy, not timely and prone to error.

    If we were able to import the EFTPOS transactions daily, with the status set to paid it would resolve the issue.

    Jim Sale supported this idea  ·