Sending Product Codes to Xero

Sending Product Codes to Xero

Activating Product Codes to be sent

Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well!

Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send Product Code > Yes

 


Exporting Product Codes to Xero

You can export your bills as per normal from Lightyear via Signed Off > Export to Xero.
Ensure that Product Codes are set up in Xero first otherwise the entire bill will be rejected upon export. See error message below for more details. 

Bill as seen in Lightyear 


Bill as seen in Xero


As seen in Products/Services in Xero when tracking items


Lightyear can also send in product codes for non-tracked items. 

Error: Item code 'XXX' is not valid

A Product Code needs to firstly exist within Xero in order to be able to export the Product Codes to Xero otherwise, the whole bill will be rejected upon export.

If this is the case, you will see the details in the Activity log listing those Products that need to be added.

See below for example.



To add new products into Xero, Head over to 1. Business > 2. Products & Services to see your product listing

You can choose to add a new item individually via 3. + New Item OR you can 4. Import products in bulk 

See below:



      

    Check out release notes for Q3 2021

     June  July  August 


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