Connecting your Xero account
Connect VanMan to Xero, and set up the account codes that make invoices post correctly.
Creating an invoice from a job
Raise an invoice from a job's costs, review it, and send it to Xero.
Understanding Xero sync
What actually syncs between VanMan and Xero, in which direction, and when.
Troubleshooting Xero errors
Fix the real Xero send errors — account codes, item codes, and expired connections.
Viewing the Xero audit log
Find the record of every Xero interaction, and know what it shows and what it doesn't.
Setting up your costs catalog
Build your cost categories and costs — the priced items that feed job costing, quotes and invoices.
Adding costs to a job
Build a job's charges on the Costs tab — cost items, bundles, adjustments, per-job price overrides, and the receipt.
Using bundles
Group items and price them together at one fixed amount — in the catalog, on an estimate, and on a job's costs.
Retiring a cost instead of deleting it
Take an item out of circulation without losing the jobs it's already on.