Send New Payable Account to Xero

You can manually send the details of a new Payable Account to your Xero system.

Introduction

Send Payable Account to Xero

Introduction

When you create a new Payable Account in Invoice Automation, you can manually send this record to your Xero system. This option is available to Users with the Security Role of Administrator for Invoice automation.

We recommend also setting up a scheduled task to run overnight to pick up any new records that have not been sent manually. You can use the Task Push Ds Payable Account To Xero With Oauth 2. Refer to Create a Scheduled Task to read about this.

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Send Payable Account to Xero

Refer to Add a Payable Account / Supplier to read about adding a new Payable Account.

To send all new Payable Accounts to Xero:

• Go to Administration > Payables.
• Click More Actions.
• Click Send accounts to xero.

In the Send Accounts to Xero window:

• Days to check back: Select how many days in the past you want to search for newly created Payable Accounts.
• Overwrite account number: Check this field to overwrite the account number in Xero if the record already exists in Xero. This will overwrite the Account number in Xero if the contact name in Xero is the same as the Payable Account Description in Lentune.

New Payable Accounts from the last selected number of days will now be sent to your Xero system.

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Last updated: 27 April 2023