Synchronising Invoices, Credit Notes and Purchase Orders

  • Updated

Introduction

Depending upon the options you selected in the JobWatch setup configuration, you can choose to synchronise certain types of financial documents from JobWatch to Xero. 

3. Xero Integration.png

When they have been selected in setup, Invoices, Credit Notes and Purchase Orders can all be added in the usual way within JobWatch, with options to mark as: 'draft', 'submitted' or 'approved'.  Only 'approved' items can be synced.

To set the synchronisation in motion, mark the transaction as sent and it will automatically sync with Xero. Please be aware that once the document has been marked as sent, no further changes can be made to it. Refresh your screen and you will see that a blue tick appears in the 'Synced' column as confirmation:

4. Xero Integration.png

Any amendments made to the transaction in Xero once the document has been synchronised, will not be reflected in the JobWatch system.

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Synchronising Invoices, Credit Notes and Purchase Orders Video