🔒 You can export your invoices to Xero on our Premium and Professional packages. Learn more about pricing here
How to Export and Upload Invoice Reports to Xero
To generate and export a report of your invoices to upload to Xero:
Go to the Finances icon and click on the Reports → Invoicing
Click Export CSV
Click on Xero CSV from the option
Next, you'll see the option to add the account number for reporting purposes. You can select an existing Account ID, click Add new to create one, or leave the fields blank.
Click Generate file
And once it's finished loading, click on Download
☝️ Your Xero file will be saved into your Downloads folder on your device under 202X-00-00_00-00_nursery_name__xero_export
To upload your Xero export to Xero:
Follow these steps
Account Codes for Xero
Your finance team uses account codes to organise purchase items by type. You can create these under Settings → Finances → Accounting.
Here, you can add account IDs for various categories of items. Underneath this list, you have the option to link these IDs to either Plans, and Purchases.
If you'd like to be more granular with the categorisations you can link your account IDs to specific sessions or purchase by going to Settings → Finances → Pricing → Pricing structure and clicking into a specific session. If you scroll to the bottom of the session details you can see the option to choose the account ID/number that this will be linked to.
Repeat this step for each of your pricing items.
💡 The Account numbers will appear as a column in the Xero CSV document which is downloaded as shown above.