Configuring Your Xero Settings

To remove double handling between FlatRateNOW and Xero, you can easily import your daily invoices.

Every evening, a report will be sent to the designated email. Simply drag and drop the excel document into Xero to prepopulate all the necessary Fields.
To enable this feature, follow these steps:
SelectEmail
  • Enable Daily Invoices and set format to Xero
DailyInvoiceFormatToXero
  • Select Exports
SelectExport
  • Set Task Template Export Format to Xero
TaskTemplateExportFormatXero
  • Tick Invoice file can use Xero Format
InvoiceFileCanuseXeroFormat
  • Set the Account Code to 200
  • Set the Tax Rate to GST on Income
AccountCodeTaxRate
  • Select Apply to save