CZXero User Manual

CZXeroUserManual

User Manual:

Open the PDF directly: View PDF .
Page Count: 6

Crashzone It’s Free Pty Ltd phone: 02 9011 6647 45 Greek Street, Glebe NSW

2037

Email support@crashzone.com.au © Crashzone It’s Free Pty Ltd 2011

CZ Xero User Manual

Run CZ Xero from main page

1. Click on Settings | 2. Click on tab Backup | 3. Click on XERO

Crashzone It’s Free Pty Ltd phone: 02 9011 6647 45 Greek Street, Glebe NSW

2037

Email support@crashzone.com.au © Crashzone It’s Free Pty Ltd 2011

After clicking XERO from mainpage will redirect to CZ Xero page

CZ Xero features

1. Search by date

2. Search by invoice number

3. Search results

4. Click “Export to Xero” to import export invoices

Crashzone It’s Free Pty Ltd phone: 02 9011 6647 45 Greek Street, Glebe NSW

2037

Email support@crashzone.com.au © Crashzone It’s Free Pty Ltd 2011

Xero Login Window

1. After clicking “Export to Xero” button, the Xero login window pops up

2. Enter email and password to login Xero

Crashzone It’s Free Pty Ltd phone: 02 9011 6647 45 Greek Street, Glebe NSW

2037

Email support@crashzone.com.au © Crashzone It’s Free Pty Ltd 2011

Xero Authorise application

1. After login Xero, select organisation and click Authorise

Crashzone It’s Free Pty Ltd phone: 02 9011 6647 45 Greek Street, Glebe NSW

2037

Xero exporting features

1. Xero Invoice to: Insurance company

2. Xero Invoice Date: CZ Invoice Date

3. Xero Invoice Due Date:1 more month from CZ Invoice Date

4. Xero Invoice Number: CZ Invoice Number (If CZ Invoice number is duplicated, put additional number like

70000.1, 70000.2)

5. Xero Reference: Claim Number of job

6. Xero Consultant: Assessor Name (only if assessor name is already in the list of consultants)

Crashzone It’s Free Pty Ltd phone: 02 9011 6647 45 Greek Street, Glebe NSW

2037

Exported invoices in Xero account

Exported Invoices in Draft list of Xero account

CZXero User Manual