Xero Export

Sourcery now integrates with your Xero accounting software. Once you have synced your Xero account with your Sourcery account, here is how you can export your payments and invoices from Sourcery to Xero. 

 

From the Sourcery dashboard, click Payments > Export

 

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Once on the export screen, you will select 'New Export'

You will then filter your invoices based on the following fields: 

Paid on or after

Paid on or before

Exported transaction status 

Location

Once you have these filters set, you will select Xero Sync from the drop-down menu under 'Export to" and click 'Connect to Xero

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To Export Payments, you will take the same steps above, only this time select the Payments tab to export from. 

 

 

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