Xero Export with Invoice Number

This export can be imported directly into Xero and will show you the following information:

Contact Name - Recorded in Personnel Record>Finance References>Sage Supplier Reference.

Source - Should appear as blank as client will populate this field manually.

Invoice Number - Automatically generated by RotaMaster when creating an invoice run Finance+ >invoicing.

Invoice Date - Dates used for invoice period.

Due Date - The last date of the successive month. e.g. if invoice date is 1st to 31st October, the due date would be 30th November. 

Role - Role on the shift. 

Description - This is the Rota Group and the Duty Station on the shift. Rota Groups and Duty Stations are both configured in Rota>Rota Settings. 

Quantity - Shift duration. 

Unit Amount - Hourly Rate of pay which is pulled from the Pay Rate of the shift. Pay Rates are configured in Finance+ >Pay Rates. 

Account Code - This is the nominal code that sits against the role in Rota>Rota Settings>Roles.

Tax Type - should appear as blank as client will populate this field manually.

Tax Amount - This field will default to zero and the client will edit, where required. 

Adjustment - If the shift has any adjustments added to them. 

Amount - The value of the shift.

Client - The Rota Group the shift sits in. 

Department- The Zone on the shift. Zones are configured in Rota>Rota Settings>Zones.