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With Ignition, your invoices can be automatically sent to Xero and your jobs sent to XPM. To have your invoices show in XPM, you will need to enable the Xero invoice import function in XPM.
In XPM, go to Business → Settings → Xero. If you have not authorised your Xero account yet, you will need to authorise your connection. Learn about these steps on Xero's help site here.
Once connected there are a whole lot of settings you can configure, but we will point out the most important ones for invoices automatically generated by Ignition below:
KPI/WIP Reporting Settings
Ensure 'Automatically import invoices from Xero' is ticked and 'Create an Ad hoc job when no current job matched the Xero reference field' is not ticked.
WIP wash up
Invoices will import as negative WIP credits into XPM to be balanced against your time spent when you do a WIP washup.
Invoice Settings
If you are using Ignition payments and you want payments against Xero invoices to import into XPM ensure ‘Automatically import from Xero’ is ticked under ‘Invoice Payments’ as shown below.
If you need help troubleshooting some common invoice import problems, see our article on Troubleshooting Invoice allocation in Xero Practice Manager.