In Wiplist supplementary lines is an additional option to allow for details beyond standard line items to flow across to Xero. While these lines don’t impact totals, they can improve transparency for accountants by transferring details in the Xero invoice record. There are two data fields that can be visible in Xero invoices, these are:
Invoice Reference | This is the reference field to be used on the Xero invoice. Options available are Project, Project Number or Client Order Number, Project and Client Order Number. |
Supplementary Lines | These options to allow additional lines to be included on invoices, they will show as the first line on your invoice with a '0' value attributed. When previewing the invoice in Xero is will display as copy and do not impact any totals. Options include None, Project, Part Description, Project and Part Description. |
To set these up, navigate to Settings > Integrations > Xero Accounting Settings > Integrations Options. You will find the two drop-down menus to customise to best suit your organisation and accountants requirements.
Your invoice in Wiplist will continue to look the same, the only adjustments will be to your Xero invoice which will look similar to the below (depending on the options selected):
