XEROClientInvoice Data Pack

When you use the XEROClientInvoice data pack in the Exports utility, you must set up tax codes and tax types appropriately in both Vantagepoint and Xero for the Vantagepoint data to be correctly imported into Xero.

  • In Vantagepoint: In the Outputs section of the Options tab in Settings > Cash Management > Tax Codes, set up a tax code for each output type (Labor Billing, Expense, Billing, and so on). These taxes will apply for each section of an invoice.
  • In Xero: Enter a matching tax type for each of the Vantagepoint tax codes.