Overview
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.
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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