Xero Issues Log You can view the list of issues in Xero that occurred during the synchronization or during handling webhook events. On...
Making a Claim Making a draw is performed under the Accounting module. Before a draw and be made, you need to have configured...
Making a Draw Using a Lender’s Schedule On the navigational sidebar, select Accounting. In the expanded section, select Make a Draw. The Make a Draw page opens,...
Jobs Not Proceeding When a job does not proceed, we need to clean up the system to make sure there are no outstanding...
How to Finalize a Job Finalizing a job is the process of closing it out and locking it to prevent further changes. This is typically done after payment is...
How to Enter Supplier Invoices in Xero Accounts Payable provides the facility to record supplier invoice details, these invoices (bills) can either be for Job Costs or...
Overbudget Invoices Report The Overbudget Invoices Report lists all cost centers for a job where the actual costs have exceeded the budget allowance...
How to Enter Supplier Credit Notes in Xero A credit note (Adjustment) is used when a supplier has to reduce a cost previously charged. The credit note is...
Customer Invoice Overpayments From time to time you may find that a bank or a customer inadvertently pay more than the invoice outstanding....
Processing an Overpayment to a Supplier. There are rare occasions when a supplier may be double paid or overpaid inadvertently. When this happens the relevant supplier...
English (United States) 
English (Australia) 
English (New Zealand)