How do I send Invoices to Xero from MagManager?
Invoices can be sent to Xero in 2 ways. First, you can send them from the invoicing screen. You can transfer a batch of invoices, and choose whether to send as Draft, Awaiting Approval or Approved. You can also raise an invoice directly on the individual clients account. By doing this, the invoice will automatically appear as approved in Xero.
You can choose whether or not client details that are updated in MagManager are also updated in Xero. This can be down in your settings, under system defaults. Switch ‘Keep Xero Contacts Synced’ on. This means that any client details that are changed in MagManager will now always be synced. This also means that if you change the client details in Xero, they will change back to the MagManager version
How do I update my account codes in MagManager?
To use your Xero account codes in MagManager, go to your system defaults and switch on ‘Use Account Codes’. Now if you go into your Publications from your Settings screen and select one of your publications and go to their default tab, you will see a drop-down menu for an Account code. You can also select a Xero Inventory code from the drop-down menu next to each advert size.
When do payments get marked as paid in MagManager?
When the payment in Xero is reconciled, this will automatically reﬂ ect in MagManager and show the payment as ‘paid’. This will be indicated by a green tick in the ‘paid’ column