Feezily can now create invoices files for both provider and advisers which can be imported into Xero to make reconciliation a breeze!
Feezily can now use the revenue data it extracts from provider revenue statements to produce invoices which can be imported into Xero. Both customer and supplier invoices can be imported as follows:
Xero Invoices (Customers): In Feezily these are product provider invoices - which credit appropriate receivable accounts (configurable within Feezily). Export provider invoices from Feezily and import into Xero via: Business > Invoices then 'Import'.
Xero Bills to pay (Suppliers): In Feezily these are agent (adviser) invoices (or RCTIs) - which debit appropriate payable accounts (configurable within Feezily). Export agent invoices from Feezily and import into Xero via: Business > Bills to Pay then 'Import'.