We have been using the one liner display when sending our invoices to the customer. It works well for this. However, when it gets sent over to Xero, it still lists each individual part and labour as separate line items and puts them in their allocated account code which doesn’t reflect the account code of the completed job.

We will use the same material but each job will have a different account code. Example: We can use a piece of 3mm aluminium for a job that would be coded under ‘Trailer Repairs’. We then use the same aluminium for a job that would be coded under ‘Boat Mods’.

At the moment the only way to have it coded correctly is to then edit each invoice as it comes over from Factory which is very time consuming. Also adding to that is that it’s not just the one line item that the customer sees, but in Xero it’s multiple line items.

Is there a way that you can select the overall job account code so that it transfers over to Xero correctly?

Is there also a way that when it goes over to Xero you can select to use the one liner as well?