Exporting your invoicing sales data to upload into Xero, MYOB or SAP
You may want to export a CSV file of your issued invoice data to upload into Xero or MYOB or SAP. This will be in the correct format ready to upload.
In this article, we will cover:
- Selecting the relevant invoices to export for your Xero/MYOB/SAP Sales report
- Enabling Operation tracking for Xero
- Exporting the Xero Sales report
- Exporting the MYOB Report
- Exporting the SAP Sales Report
Please note: If you use MYOB or Xero as your accounting software systems and would like to do payroll mapping with foundU, please refer to this guide- for MYOB. And this guide for Xero instructions.
To run the report:
- In the quick menu navigate to Invoicing > Invoices.
- Select the Issued tab.
- Select the relevant date range, operation or office code and any other filters required, and click Apply Filter.
- You're also able to filter by Unpaid, Paid or Overdue Status.
- Select specific invoices, or select the tick box at the top of the list to select all.
When exporting your Xero sales export, you can manually edit your operation invoices, or you can switch on operation tracking to have these fields automatically populate when you run the report
To edit your tracking options:
- Navigate to your operation via Operation > Approved Operation.
- Select the card icon > financial tab and edit.
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In the Xero Sales Export section set your Tracking name: e.g. Back of house and Tracking option: 1 and Save.
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Now when you export your Xero sales export, your columns will be prefilled.
To Export a Xero report:
- Click Bulk Actions, Download Selected Xero Sales.
- Select how you would like the data to be split:
- Invoice line items to be imported into Xero
- Invoice totals to be imported into Xero
Click Export CSV.
To Export a MYOB report:
- Click Bulk Actions, Download Selected MYOB Sales.
- Select which date you would like to use for transaction date.
-The period ending date
-The issue date - Select the version of MYOB that your business uses:
-MYOB Default
-MYOB Account Right - Select Export CSV.
To Export a SAP report:
- Click Bulk Actions, Download Selected SAP Sales.
- This report will download to your browser and generate immediately.