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Categories Xero
Created by Guest
Created on Mar 19, 2025

Sync Xero Credit Notes with Accounts and Sales to Date

Sync Xero Credit Notes with Accounts and Sales to Date

Sync the Xero Credit Notes with the Customer Sales data to create an Accurate Sales to Date Report for Account Managers

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  • Guest
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    Mar 19, 2025

    This would massively help me in my Sales reporting as I need to accurately let the account managers know when their accounts are in credit.

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