Activating Product Codes to be sent
Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well!
To activate this setting:
Go to Settings > Accounting Software > Accounting Software Settings - Xero.
Next to "Send Product Code?" select Yes.
Click Confirm to save the changes.
If you do not use Item Codes in Xero, disable this setting by selecting "No" instead.
Exporting Product Codes to Xero
You can export your bills as per normal from Lightyear via Signed Off > Export to Xero.
⚠️Warning: Ensure that Product Codes are set up in Xero first otherwise the entire bill will be rejected upon export. See error message below for more details.
Bill as seen in Lightyear:
Bill as seen in Xero
As seen in Products/Services in Xero when tracking items
Lightyear can also send in product codes for non-tracked items.
Troubleshooting
Error: Item code 'XXX' is not valid
A Product Code needs to exist in Xero in order for it to export to Xero; otherwise, the whole bill will be rejected upon export. Ensure that the product codes are tied to the relevant supplier in Xero to avoid export failures.
If this is the case, you will see the details in the Activity log listing those Products that need to be added.
To add new products into Xero, Head over to 1. Business > 2. Products & Services to see your product listing
You can choose to add a new item individually via 3. + New Item OR you can 4. Import products in bulk.