CHECKING OVERDUES IN XERO

CHECKING OVERDUES IN XERO

 

CHECKING OVERDUES IN XERO

-          In this task we need to check the following info if entered correctly:

Date of invoice

Amount

Tax rate (should be GST on expenses)

Filename

Parts

Invoice number

Invoice attached

 

-          Go to Xero – Purchases – Overdue tab

-          Click Overdue Tab


 

          

 

-          All overdue invoices will display


  

-          Click any invoice to open

-           

For example:

         

-          We need to check invoice if the details entered is correct

-          If the invoice is NPO check also if  invoice is attached

 

 

-          If some details are incorrect we can fix by editing the invoice

-          Click Bill Options

-          Click Edit


 

       

 

-          After editing/correcting details click update button

-          Invoice is saved and you can proceed to another and follow the same process

 

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