Sales summary rather than sales detail integration with Xero
My business is having trouble generating compliance (BAS) reports in Xero, due to the sheer amount of data coming in from Dear. Xero has provided the below feedback and suggested that our invoicing program (Dear) should consolidate the multiple lines on the invoices by account code rather than listing all the stock items.
Feedback from Xero:
From our data logs for your organisation, the number of Sales Invoices and Purchase Bills have been between 900 and a 1000 over the recent months. As the invoices in Xero increase, you'll continue to experience difficulty with the Activity Statement report, and potentially other areas of Xero as well. It could reach the point where we would be unable to export the report for you.
To accommodate these sorts of volumes, we recommend you look into using a dedicated billing system outside Xero and then sending over a summary of your daily sales. If you're interested in a system like this, we have custom integration partners who specialise in these types of solutions. Please click on the link below if you'd like to explore this option further.
Alternatively, you may like to take a look at other invoicing App Partners that send through sales summaries rather than individual invoices, to reduce the amount of line items that are recorded in Xero.
Hi Yohan,
Unfortunately, this consolidation function in Dear simply adds every sales invoice line from that day into a single transaction to Xero. So as this transaction has all a line item for every sales order line item, when this gets to Xero, Xero posts all the individual line items to the respective accounts thereby negating the Dear consolidation.
Dear needs to consolidate the sales order into one transaction into Xero with only one line item for each respective Xero sales account not one line item for every sales order line item.
So the Dear consolation function is achieving nothing really.
We have just uncovered this problem for two of our customers.
Happy to talk this through with developers if needed. Hope this helps clarify.
Cheers,
Steve.
Hi Yohan,
Agreed with Steve. This is still quite a significant limitation of the DEAR to Xero consolidation. We've experienced the same issue.
Thanks,
Monica
Hi,
Are there any updates on this DEAR team?
We also urgently require the functionality for consolidation to "one line item for each respective Xero sales account' due to exceeding Xero's line limits for the month, restricting our ability to use some of the audit reports.
Thanks
In the product release update webinar I saw on Tuesday, Andrew said it is being released now and are about to receive release notes. So awesome :)
yes! never in one Dear feature I am checking for the updates daily except this.... as we do have synchronization issues with xero almost everyday due to the sheer number of lines of the consolidated invoices exporting to xero. I hope this update can fix this once and for all.