Firstly you have to log in to your CRM -
sync view button is required for the below modules in your CRM
Invoice
Account
Product
- At first, go to Invoice, Click the dropdown box, and select create a view.
- Rename the field to <sync view button>
- Set the value from specific criteria as below (use drop-down)
- Drag and drop below fields to select
- Account Name
- Contact Name
- Created time
- Invoice date
- Invoice owner.
- Grand Total
- Sales order
- Subject
- Status
- Xero ID
Share it with Everyone
Please check the below screenshot for more clarification.