This article may be out of date!
Visit the New Knowledge Center

How can I tell if a Bill in Xero was Created from the Clio Integration?

Objective:

  • Determine if a Bill was added to Xero manually or synced from Clio

Environment:

  • Clio Manage
  • Xero

Additional Information:

n/a

Procedure:

  1. Access Xero
  2. Locate and view the Invoice
  3. Refer to History & Notes
    • Bills synced over from Clio will show "Received through the Xero API from Clio"
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality