Sending Sales Orders to Xero manuallyOverview
In this guide, we will show you how to push your sales orders to Xero manually.
Before you start
Before batching your sales orders together for Xero, you will need to connect your Xero account with Expandly. Click here for instructions.
Sending sales orders to Xero individually
1. Click on Sales Orders (left menu) and then Manage Sales Orders
2. On your Manage Sales Orders page, using the filters, find the sale order you want to send to Xero and select using the tick box to the left
3. Click 
(on the right) and then from the drop-down, select 
4.You order will then be in a queue to be sent to Xero - please check in 10-15 minutes.
Sending sales orders to Xero in bulk
1.Click on Sales Orders (left menu) and then Manage Sales Orders
2. On your Manage Sales Orders page, select the sales orders you want to send to Xero and select using the tick box to the left
3. Click 
and then 
4.You orders will then be in a queue to be sent to Xero - please check in 10-15 minutes.
Checking the progress of orders sent to Xero
1. Click Sales Orders (left menu) and then Manage Sales Orders
2. On the Manage Sales Orders page, within the Xero column you will be able to view the status icon of the order
Order not yet attempted to be push to Xero
Order sent successfully to Xero and invoice created. You can hover over this icon to view the Invoice Number and can click on the icon to be redirect to the invoice within your Xero account
Order attempted to be sent to Xero but has failed. You can hover over this icon to view the error reason(s). For more information on common Xero errors, click here
Using Sales Order filters with Xero
On the Manage Sales Orders page, there are additional filters available, to assist with completeness
1. Click Sales Orders (left menu) and then Manage Sales Orders
2. From the Filters drop-down (top left), select the filters you wish to apply to your sales orders. Filters available include:
Invoice Number - to show sale order details associated with a particular Xero invoice number
Sent to Xero - to filter by either orders that have, you have not been sent to Xero
Xero Batch Id - this will show all orders that belong to a particular Xero Batch ID, if sending orders as grouped,
Need more help?
If you need a little extra help, no problem. Contact us and we will be happy to help
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