- To post an expense from Fresh Projects to Xero go to Financials>Invoicing & Expenses.
- Navigate to the Project Expenses tab and select the line item you would like to post to Xero and click Post to Xero.
- You will then have the option to edit the reference and description or change the Xero contact. Once the information is correct select post to Xero as Supplier Invoice/Bill.
- If there is information missing, you will see a notification stating needs to be done before you can post the expense successfully.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!