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MintSoft Ideas Portal
Status Needs votes
Categories 3PL Accounting
Created by Guest
Created on Oct 12, 2022

Accounting Post To XERO with full detail summary

No description provided
Current Problem

We would like to post a summary of customer invoice data by type into Xero instead of a complete summary. For example picking is posted as Total Picking: £ 1000.00.

We would instead like this to be: Picking: 100 x 10p with another line item for Picking: 50 x 5p (for each different sum of picking by picking rate. Additionally we would want this extended to all Postage Costs. Instead of a total, we would like totals by Courier Service ie: Royal Mail 24 Tracked & Signed : 10000 x £5.

In addiiton to the above we would like to post all items raised in Mintsoft Accounts including items with 0 and negative values. Currently the system will ignore items with 0 value, and offset the debit amount by any credits that exist within the unconfirmed invoice.

Idea to resolve Problem Post to Xero with full details summarised by cost and type ie: per courier service or by picking cost amount
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  • Guest
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    Oct 11, 2024

    It would also be good if the system would allow for negative value invoices to be posted as credit notes. At the moment it passes them as an invoice and if the total invoice value is negative then you can't do anything with it in xero.