When processing your recharges through Mayday, you may wish to attach support to the final postings in Xero.
The below outlines the different forms of support most people go-to.
Support 1: Link from Xero to Mayday
Every time you post something from Mayday to Xero, there will be a link embedded on the Xero side - so that your supporting recharge calculation is only ever 1-click away.
Look for the "Go to Mayday" button.
This allows teams (for review and audit purposes) to easily trace transactions from the final recharge > to the Mayday calculation > all the way through to the underlying source transaction.
Support 2: PDF Attachment
Mayday will automatically attach a supporting document to the "bill" side of any recharge posting, so that the receiving entity/finance team has something tangible to associate with the transaction.
Support 3: Additional Supporting Documents
Of course, if you wish to attach further support, you can do so directly in Xero.
There is a simple workflow you can follow to do this:
After you post from Mayday, just click the Xero deep link which will take you directly to the transaction in Xero
From there, you can easily attach anything else you need.
