How do I post transactions to my Xero account?

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First and foremost, make sure that you have connected your Xero account to your Tappr account.

Once you have connected your account, click Sales > Transactions

Then, if needed, filter by Date, Employee, Payment type or by Items.

Transactions_View.png 

 

You can then either select the specific transactions you wish to post to Xero or click Select All Transactions displayed, then click Export Selected (pictured below).

Transactions_Selected.png

 

You will then need to confirm the export to Xero on the below screen by clicking Export Selected.

Xero_Export_Confirmation_.png

 

Once the exported has been completed, you will see the below screen & click Close Window (pictured below).

Exported_confirmation_screen.png 

 

If the transaction has been successfully synced a Xero logo will appear (pictured below).

Xero_Logo_against_transaction.png 

 

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