Publish costs or sales items to Xero as ‘Paid’. Link your payment methods in Dext to Bank Accounts in Xero, then publish transactions as ‘Paid’.
In order for Dext to publish your transactions as ‘Paid’ to ‘Purchases’ or ‘Sales’, we need to know which Bank Account was used to pay for the item. To do this, follow the steps below to link the Payment Methods in Dext to the relevant Bank Account in Xero.
To publish an item as ‘Paid’:
- Go to Business Settings in the sidebar, then Connections. Then click Manage next to Xero.
- On the Xero connection page, change the ‘Publish items to purchases as’ or ‘Publish sales items to sales as’ option to Paid (where possible).
Costs:
Sales:
- When done, you’ll next need to link the payment method to the correct Bank account. To do this go to Lists, then Payment Methods.
- Use the dropdown menu in the Bank Account column to match a payment card to the bank account it’s associated with.
- Once this is done you need to assign the necessary settings to individual items to ensure they are published as ‘Paid’. Go to an item via the costs or sales inbox, then on the Item details page mark the item as Paid, select the Payment Method and set ‘Publish as’ to Paid (where possible).
