Invoice, Payslip & Other Templates
Templates are NOT brought across to Xero for the following reasons:
- Templates are not contained in the accounting file itself
- Other products are inconsistent in how they treat templates so we can’t bring them across.
Invoice, Estimate, Email and Other Templates
You will need to add the logo and configure all templates in Xero. See Template help
- Custom Invoice Template
- Add logo to Invoices and other documents
If you are baffled by creating your custom template check on Xero’ s App Marketplace for suggestions or search the net for suppliers. Here are just some we know about:
- Virtual Assistant On Call
- docXzero – Xero Integrators
- Digital Discovery Co
Custom/Non-standard Tax Codes
Australia Australian accepted tax codes The image below displays the standard tax codes that are accepted by Xero in Australia: The source file will require adjustments if you have used tax codes that are other than 0 and 10% as Xero does not accept ...
Recurring / Repeating Invoices
Jet Convert does not convert recurring Invoices, bills, scheduled payments and recurring manual journals. Presently the API for pushing this data into Xero is not available. We can get the information, but not post it into Xero. Therefore these ...
$0 balance invoices/Differences in the GST Reconciliation Report
Invoices that have positive and negative lines that result in the balance of the invoice being $0.00 are captured differently among accounting systems. These are sometimes used to Journal an amount from one account to another without creating a ...
When it comes to your service selection you will be given the choice of a service: With transactional history – useful for reporting or referring to past data in Xero, OR Limited History service – useful for a fresh start or really messy legacy data. ...
Paid Bill or Invoice Showing an Amount Due You may find that an invoice/bill is showing as unpaid even though there should be $0 amount due. All of your reports are displaying the correct balances but when you view this particular invoice/bill it ...