Exporting Data from Print MIS to Xero Accounting

There are fours steps for exporting data from ePrint MIS to Xero Accounting. They are:

Before you start importing your records to zero you need to create your Accounting Codes in ePrint MIS

1. Click on the Settings Cog and select ePrint MIS
2. Click the Accounting menu and select Accounting Code
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3. Click Add New Record
4. Enter an Accounting Code. The Accounting Code must be identical to the code in Xero.
5. Select whether the code is a Revenue Code (for an Invoice) or a Purchase Order Code (for a Purchase Order)
6. Enter a Description
7. Click Save

You can create as many Accounting Codes as you wish.

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In each Invoice and Purchase Order record in ePrint MIS an Accounting Code will be allocated. If you wish to change an Accounting Code use the drop down to select the correct code for that invoice. If you have an invoice containing multiple items each item can have a different Accounting Code if necessary.

1. Click on the Settings Cog and select ePrint MIS
2. Click the Accounting menu and select XERO – Ensure that pop-ups are not blocked.
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3. Select the Export Type you wish to export
4. Select whether to export records by status, date, or all the since the last export.
5. Select the dates from which you want to export
6. Click Export
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7. You are now redirected to Xero. Enter login details.
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8. Click Authorise to authorise the connection
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9. Xero displays the items to import. Deselect any items not to be imported.
Xero displays the items to import
10. Click Update on Xero. Xero will confirm if your records have been exported correctly.
11. Click Click Here to continue
12. Close the Xero link popup

Approving Imported Invoices

1. Log into Xero.
2. Click the Accounts menu and select Sales.
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3. Click Draft.
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4. Select the check box next to each invoice to approve and click Approve. To approve all of the invoices click the check box at the top of the list and click Approve.

Approving Purchase Orders

1. Log into Xero.
2. Click the Accounts menu and select Purchase Orders.

Purchase Orders

3. Click Draft under Purchase Orders.

print-mis-xero-integration-img-084. Select the check box next to each Purchase Order to approve and click Approve. To approve all of the Purchase Orders click the check box at the top of the list and click Approve.

If you have any questions about how our data export process to Xero works or any other questions please contact support@hexicomsoftware.com