Remove a Transaction Type from your A2X Xero Invoice | Beta Testing

Remove a Transaction Type from your A2X Xero Invoice | Beta Testing

A2X has added the ability to remove transaction types from your Xero invoice. This means when your A2X invoice entry is posted to Xero, if you’ve removed a transaction type this will not be included on your invoice. 

remove transaction types from your accounting entry

It is important to note because your invoice has data removed, you’ll instead be sending an open invoice instead of a $0.00 invoice.

To remove a transaction type for your invoice, you would select ‘x - remove from invoice’ in the ’Account’ column on the mapping page, instead of selecting a Chart of Account. 

There are many cases where this feature would be especially useful, for example, if you want to exclude a payment gateway, or if you work with an inventory management system that posts data to your accounting software. 

To find out more visit the Remove transactions from a settlement [support article]. 

If you’re interested in beta testing this new feature, please email contact @a2xaccounting.com.

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