Set Sales Account on invoice lines from HARVEST based on XERO item setup
Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!
This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!
This is critical given the number of invoices per month I do
Examples of the type of revenue lines:
Expenses - i.e. back to back costs (I would ideally like further break down such as Air ticket, Hotel, Meals)
Service hours
Contract (e.g. help desk contract for 12 months)
License sales
To me this is a bug since on invoice lines I have item X which was created with a sales account that is not the sales account setup for the item.
As this forum is for developer API functionality requests and yours relates to something that would need to happen in Harvest I’m afraid we have to decline this suggestion. We will pass on your suggestion to the Team at Harvest however.
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Lee Honeycutt commented
I agree on this one. This is the one weak link between the Harvest and Xero integration. Needs to be fixed soon, I would hope.