Retention Track

How to manually refresh a Xero invoice or manual journal in Retention Track when changes made in Xero haven't come through automatically.

Syncing Xero Invoices and Manual Journals

How to release retention against a Xero invoice by creating a credit note from Retention Track.

Creating a Xero Credit Note

How to record retention withheld at the contract level by posting a manual journal to Xero.

Creating a Xero Manual Journal

James Coulson

Day-to-day Xero workflows: creating credit notes, raising manual journals, and syncing changes from Xero.

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