KCS - Will the Bill State in Clio Match the Bill State in Xero?

Objective:

  • Same bill state in Clio and Xero

Environment:

  • Clio Web App
  • Xero

Additional Information:

n/a

Answer:

Yes. Draft, Pending Approval, Approved, and Paid Bills will correspond with the appropriate states in Xero: Draft, Awaiting Approval, Awaiting Payment, and Paid.

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