Export of Invoices via Dialog Box

1. Log in to Datagate
    
2. Navigate to Invoicing 
   
    
3. Switch to Action Invoices
   
    
4. Change Invoice status to Sent Manually
   1. Note: Invoices cannot be exported in the Generated Status 
       
5. Select the invoices with the Generated status
   
    
6. Click the Action Button and Select Mark as Sent
   
   1. Your invoices status should now show as Sent Manually
       
7. Select the invoices you want to export
   1. 
       
8. Click the Action Button and Select Export Invoice
    
    
9. Select Xero Multiline and configure the parameters below, then click Export
   1. Type of Export: Xero Multiline
   2. Xero Account: If you want to use a single GL Code for all invoice lines – choose a single Xero Account. 
      1. This option means that you do not need to set up multiple GL Codes against Products or Usage Call Types, you can just set it once here when exporting.
   3. Override account with GL code: If you want to use multiple GL Codes per invoice line – use the “Override account with GL Code” checkbox.  
      1. This will override the default “Xero (GL) Account” selected above and use the Datagate GL Codes from the invoice lines (based on products and usage call type GL Codes in Datagate).
      2. The Xero Account GL account field can also be used to post the Datagate Invoice Tax lines to a separate Xero GL account.  Selecting the Xero Account for the Tax lines will ensure the Invoice tax lines are posted to a different GL Account than the other non-tax lines.
         1. Note: If you created surcharges, these surcharge lines will use the same GL code as the products the surcharges are calculated from.  There is currently nowhere to set a different GL Code for surcharges. 
   4. Xero Payment: Optional field where you can select the Xero payment account.
   5. Invoice Status: The status of exported Invoices in Xero. The following statuses are available:
      1. Draft Status – does not create accounting GL entries. Requires finalization/approval of invoices in Xero. Some Users like this option to review and approve invoices in Xero instead of Datagate
         1. Note:  Draft Status is recommended if you are testing Invoice export since it does not create GL Entries etc.
      2. Awaiting Payment – creates an approved invoice awaiting payment. This option does create GL Entries. If the invoice in Xero is wrong the invoice would need to be “VOIDED” and recreated.
   6. Mark Invoice as sent: To mark invoices as sent in Xero.
       
10. The progress bar will now show invoices being exported and will show you once completed

Export of Invoices via Export Wizard

1. Follow the same steps above to export invoices
    
2. The Invoice export wizard consists of two steps:
   1. Export Options
   2. Tax Mapping
       
3. The Export Options step contains the same parameters as above
    
4. The Tax Mapping step contains options related to exporting telecom taxes.
   1. Multiline Taxes: If enabled, each tax (taxes grouped by name) will be exported to Xero as a single invoice line. Otherwise, a single invoice line for all taxes will be created in Xero.
   2. Split Taxes by State: If enabled, taxes will be additionally grouped by the State they are related to.
       
5. Click Export to begin the export process. The process is the same as described above for the dialog box export.