When first connecting SoloAssist to Xero, it will not automatically send all your existing expense invoices from SoloAssist to Xero. If you need your expense invoices sent to Xero, you can either open each expense invoice and send them in one by one, or you can select the Send To option in the toolbar. This allows you to send multiple expense invoices as a bulk export. Before sending your expense invoices into Xero, always check the information in each is correct first.
Open the SoloAssist software Home menu, select Add-Ons, then select the Xero Connection button.
Once you have entered both the email and password, click Connect. If your details were validated by Xero, it will say:
Xero Connection Successful.
When connecting to Xero, it allows you to select the Organisations you want connected. Only then will they show in your Organisation drop-down selection. Once you have activated the Xero Organisations in SoloAssist, it doesn't allow you to disconnect them.
Job # Naming Tips
Examples
Job #: NEW126 (= 126 Newberry St)
Job #: HUR43 (= 43 Hurston Bridge Rd)
This opens the SoloAssist Help Centre to the topic you are currently in.
from SoloAssist to Xero
From the Cost Control view, you can add Expense Invoices against the jobs Cost Centre budgets. In the Add Expense Invoice window, it allows you to send your suppliers invoice details to Xero, by selecting Send to Xero.
User Tip: If you're applying part payment of an Expense Invoice, do not mark the SoloAssist Expense Invoice as Paid. Once you have paid the Expense Invoice Total Balance, only then should you mark it as Paid. This will allow you to resend the invoice with a different amount. But once you have marked it as Paid in SoloAssist, you cannot send back into the same purchase invoice in Xero. It will then create a duplicate invoice in Xero for the 2nd, 3rd or 4th payment.
from SoloAssist to Xero
from SoloAssist to Xero
from SoloAssist to Xero
Click below to check the Xero Status page:
The Suppliers contact details and Cost Control Purchase Invoices may open slower than other windows in SoloAssist. This is due to them extracting information from Xero that is being used in the Suppliers contact details and Expense Invoices.