Viewing and Approving your draft invoice in Xero
Access: Payable Administrators
Once you have created the invoice, you will be able to view the invoice in Xero.
NOTES:
- GST on the draft invoice comes from Xero (not Kindo). The gst option that you select in Kindo determines whether the gst component is shown on the purchaser’s receipt.
- Your GL codes in Xero need to match the GL codes you have entered in Kindo for the items, so that the items match.
If they are
not matched, you are still able to update the ledger code in the draft
invoice.
If you find any that you need
to manually update, we recommend going into item editor on kindo and updating
the GL code so this is automatically matched in the future.
- The quantity will always say 1.00 on the invoice, and the Unit Price will be the total amount for that ledger code.
You can check your
total against the weekly or daily reports, or simply match it to the bank
deposit.
If you have more than once invoice for the same time period, you will be able to reconcile all of them in Xero to the single Kindo deposit.
You can then approve your invoice.
TIP: We also recommend adding the detail.csv report (from the accounting emails) as an attachment to the invoice. This will ensure all information required by your auditors is in one place.
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