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Please review this document to learn how to move an invoice from your fp. system into Xero. You may also wish to watch this corresponding video: Seamlessly Importing fp. Invoices into Xero Accounting - Training Video
Importing a Single Invoice
Begin by making sure you have both Function Point and your Xero Accounting system open.
Select to Post (if not done so already) and Export the invoice. This will download the invoice as a .csv file to your computer.
Importing Multiple Invoices
In Function Point, generate a list of multiple invoices - do so via INVOICES > Find Invoice, and selecting parameters as you see fit. At the top right of the list of invoices, you'll find an Export button.
Clicking Export will open up a separate tab that will display each invoice from the list. Click to Export by Batch, which will download and save as a .csv folder to your machine.
You'll see a notice referencing the number of invoices in the batch that have now been imported. Click the Complete Import button.
Click into each invoice to approve them one by one, or select all from the list, and approve in one step.
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