The Xero web application has long had the ability to create a Batch Deposit for multiple Invoices and a Batch Payment for multiple Bills, but this hasn’t been available via the Xero API until recently.
The Xero API was recently updated to support creating Batch Payments for Bills and Invoices as well as retrieving Batch Payments. We’ve just released a new version of fmAccounting Link (Xero Edition) that also supports creating Batch Payments and downloading them from Xero.
It works the same way as it does in Xero – you first select the Authorised Bills or Invoices that you wish to create a Batch Payment for. You would create a found set by using the FileMaker find/omit commands to generate the found set of record and switch to the list view layout which has the Create Batch Payment – Found Set button:
Clicking this button will create a Batch Payment for the found set of Invoices or Bills and use the amount outstanding as the amount to allocate to each Invoice or Bill:
You can adjust each individual Amount on this screen and select the Bank Account, Date and Reference for the Batch Payment then click the Push to Xero – Current Record button which will upload the Batch Payment to Xero. This also creates a Payment record against each Invoice or Bill so the balance of each of these will be reduced by the allocated Amount.
Here’s a video that demonstrates creating a Batch Payment in fmAccounting Link (Xero Edition) – you can also watch it on YouTube here:
Once again this is a this free update to all our existing customers who can download this version from the link on your original order email (contact us if you need the link to be reset etc).