At the end of the invoicing process, you can create an export file in the correct format for importing into Xero. Go to the "Invoicing" menu and select "Post Invoices to Xero (by CSV)" from the list of options.
You will then see the following screen.
Make your selection from the date range and/or the Invoice Number range and then select the Dataset you are using and then select which "Export Format" you wish to use - either "Period of Care Fees", " Resident Surname & Period" or "Details on invoice line, no. days and weekly rate", then click "OK".
You will now see a message similar to the one below.
This will tell you the name and location of the export file that has been created. This CSV file can now be uploaded to Xero. For more information on how to do this see the Help screens within Xero.
