Only staff members with the Finance role will be able to perform these actions in Lookout
Once the billing run is complete, follow the below steps to upload your invoices into Xero.
Helper invoices
1. Generate reports from Lookout
Navigate to Finance > Reports
Helper Summary Report (v5)
Select the applicable Fortnight Ending At
Select Generate
Helper Itemised Report (v5)
Select and applicable Fortnight Ending At
Select Generate
Both reports will be sent to your email address
2. Save file as a Comma-separated Values (.csv)
3. Upload csv file into Xero
From your Xero account
From the top menu bar select Business > Bills to pay
Select Import
On the Import bills to Xero page, under Step 3, select Select File
Select your csv file
Select Confirm
Member invoices
1. Generate reports from Lookout
Navigate to Finance > Reports
Membership Itemised Report (v4)
Select and applicable Fortnight Ending At
Select Generate
The report will be sent to your email address
2. Save as a Comma-separated Values (.csv)
3. Upload csv file into Xero
From your Xero account
From the top menu bar select Business > Invoices
Select Import
On the Import your sales invoices page, under Step 3, select Browse
Select your csv file
Select import