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!
Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send Product Code > Yes
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.
Error: Item code 'XXX' is not valid
A Product Code needs to firstly exist within Xero in order to be able to export the Product Codes to Xero otherwise, the whole bill will be rejected upon export.
If this is the case, you will see the details in the Activity log listing those Products that need to be added.
See below for example.
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
See below: