Approving jobs without syncing to accounting

On occasion, you may need to approve a job without sending it through to your accounting package - for example, if it is already in your accounting package.

To approve a job without syncing to your accounting package:

  1. Go to Invoicing > Awaiting Approval.
  2. Tick the box next to the invoice in question.
  1. Right-click on the invoice.
  2. Click Approve Job(s) without sending to Xero.
Approve jobs without sending to Xero
  1. A confirmation message will appear. If you are sure you want to mark this job as paid without sending to your accounting package, click OK, I agree.
ServiceM8 - Invoicing - Google Chrome

Your approved job is now marked as paid, but it has not been sent to your accounting package.

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