You can export your invoices and credit notes from NightsBridge and import them into Xero once you have set up your Account Export tool.
Access the Account Export tool
Please look at our article on how access the Account Export tool if you need more information on how to do that.
Choose the Export option
Click on Export. This will enable you to start generating batches.
Search for the transactions that you want to include in the batch
Batches need to be generated to group all of your invoices for a period into one file. This makes the process much quicker than importing your invoices one at a time.
Select the date range for the accounting records that you would like to export
There are three ways you can select the from and to day.
- Since last batch.
- Date selector.
- Last Week or Month
- Select the date range for the accounting transactions that you would like to export.
- Click to Search.
The transactions included in the batch will display.
Remove any transactions that you do not want to include in the batch
Click on the rubbish bin icon next to any transactions which you do not want to include in the current batch.
Validate the batch
- The validation step checks to see if there are any errors with the transaction by making sure that all GL codes have been mapped correctly.
- Click to Validate the batch.
Did the batch validate successfully?
Create the batch
Click to Create Batch.
- The batch has now been created successfully.
- The batch report provides which batch number was created, items in batch, user, system, date from and date to.
Export to Xero
Click to Export to Xero.
- All batched invoices and credit notes will export to Xero.
- Click to Close.
Please look at our article on how to find and view previously generated batches if you want to remove recent batches.
Did the batch export successfully?
Your invoice or credit notes will now appear in Xero.
Find the invoices or credit notes
- Click on the Business tab.
- Select Invoices.
Invoices exported from NightsBridge have "NB" in front of the invoice number.
Invoices generated in Xero directly do not have "NB" in front of the invoice number.
In this example we have use client Jacques Lippiat and have exported the invoice from NightsBridge to Xero.
The invoice appears in Xero with the accommodation, extra,vat calculation and total amount.
Please look at our article on how resolve errors or issues when validating or exporting batches using the Account Export tool for more information.
Click to View Errors.
Please look at our article on how resolve errors or issues when validating or exporting batches using the Account Export tool for more information.