Exporting invoice reports for Xero

Exporting invoice reports for Xero

If you use Xero to manage your nursery's accounting, then you need an easy way to get invoice data from eymanage into Xero. Fortunately, we now give you the option to export invoice amount data in the Xero format, ready for you to import. 

Generating the Invoice Amount Report for Xero

  1. In the sidebar, click on   Reports > Standard Reports.
  2. Select Invoice Amount Report from the list.
  3. Use the fields to customise what information to include in the report.
  4. Check the box next to Export in Xero format. This will bring up a table that allows you to match data on eymanage with the fields that will be imported into Xero:
    1. ContactName: Select from one of the fields on the child profile to assign. Selecting Child Name - URN will display both the child's name and the URN. Selecting a Bill Payer name will include the parent's email address in the report.
    2. Reference: This will draw from the Invoice Reference field that you can fill out when generating an invoice, and the Reference field for manual invoices, respectively. Selecting Custom will allow you to enter your own reference in the adjacent field.
    3. Description: By default, this will display the invoice's date range. Selecting Custom will allow you to enter your own description in the adjacent field.
    4. TrackingName1: You can choose to assign the nursery name, or leave it blank.
    5. TrackingName2: You can choose to assign the nursery name, or leave it blank.
  5. Click View to generate the report.
  6. Click Download CSV.
Info
The AccountCode field on the generated report draws upon the Nominal Code of the invoiced session. Learn more about using Nominal Codes in this article.

Importing the data into Xero

Once you have the CSV containing your invoice amount data, you can upload that file straight into Xero. Take a look at Xero's own guide for importing invoices.

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