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No special training is needed for transferring invoices to Xero. After creating invoices in CaseFox, Click on the Invoices button on the Dashboard and select "Copy Invoices to Xero Accounting" option. Select month and year and all invoices created in the selected month and year are displayed. You may then select one or more invoices to transparently transfer them to your Xero account within seconds.
Your invoice line items must not have "No Charge" or "Flat Fees" entries (allowed in CaseFox but not allowed in Xero). To successfully copy an invoice to Xero, in every line item of the invoice, "hourly rates x total hours" (for time entries) and "quantity x unit price" (for expense entries) must be equal to line item total cost. "No Charge" entries are in which hourly rates are mentioned but the total cost (of the line item) was changed to zero. Flat fees item is when no time is entered but the total cost of a line item is manually entered.