- click the ticket to open download the invoice attached from the ticket, just click the attachment and it will automatically download

-   Go to XERO / BUSINESS / BILLS TO PAY / NEW BILL

Details to enter in XERO

-          FROM – this is suppliers name , this can be seen from invoice ,enter in details and name will be shown 

-          DATE -  Put the date of freight was completed or last date of freight

Ex:  12/11 – 20/11/14 the last date is 20/11/14 so it will be the date we need to put in Xero

 FOR SAMPEDRO DRIVERS, FOLLOW INV DATE SHOWING ON INVOICE

-          DUE DATE – 7DAYS FROM THE INVOICE DATE

·         NATIONAL FREIGHT MANAGEMENT 

·         METROSTATE  

·         SAMPEDRO  

·         AXIOM  

·         FREIGHTEX 

·         LIDSDALE  

·         ALLAN CAMBEY  

-          REFERENCE# - This is suppliers invoice number 

-          AMOUNTS ARE – select Tax Inclusive 

-          DESCRIPTION–FREIGHT and date range 

-          QTY – just type 1 

-          UNIT PRICE -  total amount from invoice including all taxes ,usually found at bottom of invoice 

-          Account Number – freight account number depends on the supplier name

                             -          Attach the invoice in Xero

-          HIT APPROVE when all information entered and move to next suppliers invoice to be entered into XERO

          NOTE:  when entering in xero we need to ALWAYS make sure the freight charge is recorded for the month the freight was completed.

          - Add plan date (planned date Is nearest Wednesday)

             - Go to Zendesk close ticket as solved             - Go to the next invoice and follow same process