1
Navigate to Data Export
Go to the Timesheets tab, then select Data Export.
2
Select a date range
Choose the date range you want to export invoicing data for. You can manually adjust the dates as required.
3
Reload the data
Click Reload to display all shifts within the selected date range.
4
Select shifts for invoicing
Tick the shifts you want to export for invoicing.
5
Export invoices
Click Export Invoices, then select the accounting software you are exporting to (for example, Xero).
6
Process the export
Click Process Export. On the next screen, select Start Import.
7
Confirm the export
The data will be sent to your accounting software as draft invoices. A reference will be displayed showing the invoice numbers the data was sent to.
8
Review in your accounting software
In Xero, navigate to Draft Invoices under Sales → Invoices to view the exported invoices.
9
Review auto-populated invoice data
Visualcare automatically populates:
- The Description field
- Quantity based on hours worked
- Price based on the charge rate
- The Reference field with relevant Visualcare data