21 April 2024 - Reconcile credit notes from Xero and QuickBooks

Included in this release:

Feedback or questions? 
Email us as support@projectworks.io and one of the team will get back to you!

Reconcile credits from Xero and QuickBooks


You can now reconcile negative value invoices (credits) from Xero and QuickBooks

Previously, if a credit invoice that had been exported from Projectworks to Xero or QuickBooks was allocated to an invoice in the accounting system, a manual payment was required in Projectworks to remove the credit from the Awaiting Payment and Overdue screen.

The “Reconcile Invoices” button will now automatically reconcile these credit invoices.

Read more about reconciling invoices →


Please note: If you are integrated with MYOB AccountRight, you will still be required to manually add a “payment” to the credit invoice, so that the credit is removed from the Awaiting Payment and Overdue screens.

Read more about adding a payment to an invoice →