This article explains how to export a report to Xero from Webcare.
Please Note: The Invoice settings (e.g. AccountCode, TaxType, InvoiceNumber, etc) are managed from Administration > Scheduler Entities > Client Invoice
Please Note: To include Travel Time, Kilometre (band rates and pro-rata) as separate line items, please see Travel Time, KMs Band, and Pro-Rata Calculations article for more details.
Click the Reports button on the main Header.
Scroll to the Client Custom Scheduler Reports box (this maybe a different heading depending on your Webcare setup) and click on Xero Invoicing Report.
The Xero Invoicing Report page will open.
Select the options for your Xero report.
1. Zone/Area - Leaving this blank will include ALL Zones. Otherwise you can use the dropdown list to select specific zones.
2. Client - Like Zones/Area leaving this blank will include ALL Clients. Otherwise you can use the dropdown list to select specific clients.
3. Hours Type - For a Xero report this will be Actual. This shows the hours actually completed by the staff.
4. Start and End Date - Select the date range for the report you are generating.
5. Group by Date - For a Xero report, you need to de-select this box. (Xero may reject the report if grouped)
6. Generate Report - Once these options have been configured, click on Generate Report.
Once the report has been generated, you can customise it by adding or removing columns. To do this click on the Show Customisation Window. This will bring up the Field Chooser box.
To add a column, simply drag a field from the Field Chooser box onto the report header and drop it.
To remove the column, select the column header, drag it back to the Field Chooser box and drop it.
Once you are happy with your report, export it by clicking on To CSV. This ensures it is in the correct format for Xero.