Before start, please ensure cc:Monet is successfully connected to your Xero account.
Connect your Vendors to a Xero Vendors. Go to **Integration-Vendors, click AI match to let AI match your vendors to Xero vendors. If there is no match, you can add it manually.
If the vendor is new to your Xero account, click Publish Unmatched Vendors to publish new vendors to your Xero Account, and the match will be auto-generated.**
Pick correct tax code for your business.
Go to Integration-Tax Type, select the right tax code for the tax rate.
Export selected bills via bills menu, TWO .CSV files will be downloaded. One is tax-inclusive bills, another is tax-exclusive bills.
IMPORTANT NOTICE: Some Xero accounts may not support other currencies. PLEASE check the CURRENCY before importing to XERO to avoid unknown errors.
From the "Bills"/"Purchases" page in Xero, click "Import".
Upload .CSV downloaded from cc:Monet. PLEASE ensure to match "Exclusive of tax"/"Inclusive of tax" with the .CSV file you uploaded.
Click "UPLOAD", and DONE!
