When importing client data from Xero to Dryrun, two common questions are:
- Where does Xero data come from exactly?
- Where does Xero data map to in Dryrun?
Here’s your answer:
Bills: Amount Due
Bills: Due Date
Bills: Planned Date (Overrides Due Date when it is used on an item in Xero)
Bills: Item Name
Bills: Category Name
Dryrun pulls from Xero’s income invoices, using Expected Payment Date (if available), or Due Date (if EPD unavailable)
Invoices: Amount Due
Invoices: Due Date
Invoices: Expected Date (Overrides Due Date when it is used on an item in Xero)
Invoices: Item Name
Invoices: Category Name
Bank Balance to Month Start: Dryrun pulls from Xero’s Bank Summary report, query on every month, taking the Opening Balance figure
Bank Balance to Today: Dryrun pulls from Xero’s Bank Summary report, query on today’s date, taking the Opening Balance figure
Bank Balance: Amount
Bank Balance: Bank Accounts (If more than one account is selected for sync, the amounts will be compiled)
Bank Balance: Date (Taken from Opening Balance)
Dryrun will split items up into individual payments when partial payments are accepted in Xero.
The payments are treated as individual items in Dryrun recorded on the payment date. The number of payments is detailed, such as “1 of 4”. The unpaid balance is placed on the due date (or ‘expected date’ if that function is used.)
Partial Payment: Amount and Date of a Payment (Dryrun will track as many payments as required)
Partial Payment: Balance Due (The balance due will refresh to the due date/expected date)
Multi Currency Support
Dryrun pulls the item amount converted to the base currency in Dryrun. The original transaction currency is noted in the category heading and the conversion rate is detailed in the item notes.
Multi Currency: Original Amount (The amount paid in a non-native currency)
Multi Currency: Converted Amount (Converted in Xero to your native currency)
Multi Currency: Exchange Rate (Exchange provided by Xero)
Seeing something unusual in your feed? Chat us up or send us an email at firstname.lastname@example.org