KCS - How do 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 Web App

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"
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