Billable Expenses for Xero using the Customer list

In Xero, you can select customers and assign expenses to them within an invoice. Quadient AP now supports the Customer list for Xero, allowing you to select a customer and assign in-line expenses to them on an invoice.

Important to note

• The Customer list is only in the Invoice module. It can not be used in the Purchase Order or Payments module. 
• The Customer list should be set to inactive if you no longer need to use it. 

Enabling the Customer list 

In Quadient AP

In Settings, navigate to List Management. Select the correct Legal Entity, and select the Customer list. If you do not see any list items under the Customer list, run a sync using SmartSync. By default, the Customer list is inactive. Toggle the Active field from No to Yes to activate the list. 

When coding an invoice, you'll see the Customer list on the line item field. Select the correct Customer from the list, and submit the invoice for approval. Once approved, export the invoice to Xero.

In Xero

Following a successful export, the invoice will be visible in the Bills section of Xero. The selected customer can be seen in the Description column of the invoice.