đ€© Once youâre all set up with Xero, head back into Vincere, and letâs get you set up to get the most out of the Vincere x Xero integration.
Exporting Invoices from Vincere to Xero
Follow these steps to seamlessly export placement invoices from Vincere to Xero:
This integration seamlessly connects Vincere and Xero, enabling users to synchronize financial records related to placements. While permanent jobs are directly supported for invoice exports, contract or temp jobs must be handled through data exports rather than syncing.
1. Locate the Candidate:
Navigate to a candidate in the Offered or Placed stage within the candidate pipeline.
Find the candidate for whom you wish to create an invoice and click anywhere on their row to open the invoice details.
đ Note: Xero just works exclusively for permanent jobs.
For placement invoices to successfully export, ensure that all required fields such as Cost Centre, Sales Setting Account, Invoice Name, Item Code, and Quantity are completed.
2. Edit Invoice Details:
On the Invoice Details page, click on the placement that you wish to edit
Scroll down to the Invoice Items section.
Change the Export data to accounting system field to Xero
Ensure all the necessary fields are correctly filled out for this candidate.
Once everything is accurate, click Export to Xero.
Make sure that the following fields are filled: Cost Centre, Sales Setting Account, Invoice Name, Item Code, and Quantity. Incomplete fields might lead to export failures.
3. Connect to Xero:
If this is your first time exporting, youâll need to link your Xero account with Vincere.
Click on Connect to Xero, log into your Xero account, and authorize the connection.
After connecting, youâll be presented with a list of fields that will sync from Vincere to Xero. Review these fields, and once youâve confirmed theyâre correct, click Next.
Youâll then see a final confirmation page to complete the process.
4. View Export History:
To review any invoices sent to Xero, navigate back to the Invoice Details page under Placement & Invoice Details and click on Export History.
Check Your Xero Account:
Now, head over to your Xero account. On your dashboard, under the Invoices Owed to You section, click on any draft invoices.
Youâll see the invoice that was just sent over from Vincere with all the corresponding fields populated.
Your placement information has been exported to Xeroâno additional data entry required.
Troubleshooting Common Export Failures
If your export fails, it is often due to incomplete essential fields. Before retrying, make sure these fields are complete in the Invoice Details: Cost Centre, Sales Setting Account, Invoice Name, Item Code, and Quantity.
đ Important Notes:
Permanent Jobs: Xero just works exclusively for permanent jobs.
Contract or Temp Jobs: For contract or temp jobs, use the Data Export option. More information here.
Additionally, ensure all required invoice fields are complete to avoid export failures. For troubleshooting specific issues, check for missing fields like Cost Centre or Invoice Name.
đ To learn more about Xero, visit Xeroâs website.
Happy Recruitment #TheVinnyWayđ€©