The following steps will detail how to push completed EoM rows from VIPER to Xero and send the invoice to the correct individuals for payment.
Note: You will require the "Edit EOM" User permissions.
Navigate to the "End of Month" tab under the Asset Hire dropdown.
To push all processed EoM rows, select the “POST EOM” icon.
A list of processed EoM rows will show and organised per PO number.
Note: If an EoM row has two separate PO numbers, these will be separated into two separate draft invoices.
Select the “POST THIS INVOICE” icon under the EoM you are wanting to push to Xero.
Invoice numbers will appear next to the line items, and the status has now been updated to “Draft” as it is a Draft invoice in Xero.
Open the draft Invoice in Xero.
Check all fields in Xero.
Approve and email the Invoice to the correct correspondence.
The EoM will now have the status as “Processed” and the Post EoM will show as “Authorised” with the invoice number on the left.
