In the Invoices page of Hexicom, you have the ability to manually set an invoice as "Exported" or "Unexported" to your accounting package (such as Xero or QuickBooks).
This feature can be useful in cases where you have already processed the invoice manually in your accounting software, or you need to re-export it due to adjustments.
Manually setting an invoice as exported will remove it from the invoice export pop-up
(pictured below).
Alternatively, if an invoice is set as unexported, the system will return it to the invoice export pop-up.
Steps to Manually Set an Invoice as Exported:
- Navigate to the Invoices page in Hexicom.
- Find the invoice you want to mark as "Exported."
- Click the checkbox next to the invoice number.
- Open the dropdown menu (as shown in the screenshot) and select Set as Exported.
This action will manually remove the selected invoice from the list of invoices available for export to your accounting software. You might do this if you have already manually entered the invoice into your accounting package, preventing double entry.
Steps to Manually Set an Invoice as Unexported:
- Navigate to the Invoices page in Hexicom.
- Find the invoice you want to mark as "Unexported."
- Click the checkbox next to the invoice number.
- Open the dropdown menu and select Set as Unexported.
This action will return the selected invoice to the list of invoices that can be exported to your accounting software. You might use this if you deleted the invoice from your accounting software and need to export it from Hexicom again.
By using these functions, you can maintain better control over which invoices are exported and ensure your accounting software reflects the correct data.