Xero/MYOB/SAP Sales Report

XERO/MYOB/SAP Sales Report

A CSV file of your issued invoice data can be generated to upload into Xero or MYOB or SAP. This will be in the correct format ready to upload.

Running the XERO/MYOB/SAP sales report

To run the report:

  1. In the quick menu navigate to Invoicing > Invoices.
  2. Select the Issued tab.
  3. Select the relevant date range, operation or office code and any other filters required, and click Apply Filter.
  4. You're also able to filter by Unpaid, Paid  or Overdue Status.
  5. Select specific invoices, or select the tick box at the top of the list to select all.

 

Save time for your export and enable Operation tracking for Xero

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:

  1. Navigate to your operation via Operation > Approved Operation.
  2. Select the card icon > financial tab and edit.
  3. In the Xero Sales Export section set your Tracking name: e.g. Back of house and Tracking option: 1 and save.

  4. Now when you export your XERO sales export, your columns will be prefilled.

 

To export a XERO report

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

To Export a MYOB report:

  1. Click Bulk Actions, Download Selected MYOB Sales.
  2. Select which date you would like to use for transaction date.
    -The period ending date
    -The issue date
  3. Select the version of MYOB that your business uses:
    -MYOB Default
    -MYOB Account Right
  4. Select Export CSV.

 

 

To export a SAP report

To Export a SAP report:

  1. Click Bulk Actions, Download Selected SAP Sales.
  2. This report will download to your browser and generate immediately. 

 

 

 

 

 

 

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