One-Click Sync for All Financial Documents

  • Updated

Within the financial documents list, you will see a "Sync All" icon. This powerful tool uses the filtered list of documents, and marks all of them ready to sync, with your financial package (Sage and Xero).


For customers who generate invoices regularly, due to contracts, or recurring patterns, the end of the month no longer means a time-consuming task of sending each invoice individually to your financial package.

This mass action is set to save significant time for your financial teams.

To be able to sync all documents, you will need to apply the following filters:

  • The “Document type” filter can only include Invoices, Credit Notes and Purchase Orders.
  • The “State” filter must be set to “Not cancelled”
  • The “Sync status” filter must be set to “Awaiting sync”


If any of the above filters are not selected, a popup message will appear, highlighting to you to which filter(s) are missing.


Upon selecting the option, a popup message will appear, confirming the number of documents you're about to sync.


If there are an issue with any financial document(s) being synced, a popup message will appear, stating the affected documents and reason. Documents with errors, or those not yet approved won't be synced until they're manually fixed, or approved, ensuring a smooth integration process.




Editing Purchase Orders after Sync

We're thrilled to introduce a feature that many of our Xero users have been waiting for. Now, if you've synced your Purchase Orders (POs) with Xero, we’ve enhanced the post-sync editing capabilities for purchase orders.

Here's what's new:
• Full Line-Item Editing - Change descriptions, codes, quantities, and tax codes with ease.
• Add or Remove Line Items - As long as one line item remains, you're free to adjust as needed.
• Locked Fields for Integrity - While you have more editing freedom, essential fields like the PO reference number, supplier, and contact remain locked to ensure data consistency.

Who is this for?
If you're a Xero user with purchase order (PO) syncing already set up, you're good to go! Dive in and enjoy these enhanced capabilities. If you use Xero but haven't set up PO syncing, contact our support team at and we'll help you configure it.