When FreeDAM communicates with Xero it may be that an invoice in FreeDAM already exists in Xero.
In this case FreeDAM will suggest the you ‘Match’ the FreeDAM invoice with the Xero invoice.
A FreeDAM invoice is Flagged as a possible match to a Xero invoice if…
- The Invoice Number is the same and
- The Case Reference is the same as the Xero reference and
- The invoice total is the same
FreeDAM will not upload ‘Matched’ invoices to Xero but will mark these in FreeDAM as matched so you are not asked to take action on these again in the future.
Let’s have a look at an example
This is the invoice in FreeDAM.
This is the same invoice that has been entered into Xero.
Note: Although these invoices are not exactly the same concerning the the line items and account codings FreeDAM will flag this as a match if you are uploading invoices.
Note that the suggested action is ‘Match’.
A ‘Submit’ and ‘Accept’ will not upload the FreeDAM invoice but you will not see this invoice in the pink list in the future.
But if you like the way FreeDAM uploads invoices to Xero and would prefer FreeDAM to upload it you can delete the Xero invoice (if it has not been approved in Xero) and then upload the FreeDAM invoice.