Posting Attachments Through to Xero
When posting invoices to Xero, you now have the option to include all attachments that have been added to the job.
When you turn this feature on it will:
send all attachments from each job to the invoice in Xero.
send attachments for all clients
The attachments will come through as links on a job summary report which is attached to the invoice. Clicking on the blue text will open the attachment.
It will look like this:
How to turn on the Attachments Feature
To turn the feature on, go to:
Account
General Settings
Xero Options
Tick Send Job Attachments
Save
You will have to reauthenticate your Xero Credentials by logging in to Xero. (This will need to be done by the user who has admin access to Xero)
Where do I find the Attachments in Xero
When you post your invoices, the attachment will show in the invoice list, and on the invoice. See below.
Invoice List
How the attachment shows on the Xero invoice depends on whether you're using Classic Invoicing or New Invoicing. If you want to include the attachment with the invoice you set it here:
Classic Invoicing (attachment is at the top)
New Invoicing (attachment is at the bottom)
How Attachments work in Xero
The attachment in Xero is only visible to you and other users of your organisation.
You can choose to make the file available as an email attachment and visible on the online version of the invoice.
To find out more about how Attachments work in Xero here's a link to their help article.
How to Remove an Attachment
If your PDF summary contains an attachment you don't want to send to your customer, you'll need to remove the PDF and then upload the individual attachments separately.
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