- 18 Jul 2022
- 1 Minute to read
- Updated on 18 Jul 2022
- 1 Minute to read
What You Need to Integrate Xero
A Xero Account with an Organization
You need an active Xero account with at least one organization already set up to use this integration. This includes having a set chart of accounts, tax rates and bank details in Xero.
You can also connect different Xero accounts to each of your locations if you prefer.
Matching Charts of Accounts and Tax Rates
Your Nexudus and Xero account need matching charts of accounts and tax rates to use this integration. Properly matching both accounts ensures smooth invoice transfers and minimizes transfer errors. Simply follow our guide on Preparing Your Accounting Integration.
Once you've made sure your tax rates and charts of accounts match in Nexudus and Xero , you can enable the integration on the Admin Panel.
If the navigation menu isn't visible, click the menu icon in the top left corner of the page.
- Select the relevant Payments account.
Select the relevant Default tax rate.
Select a Default invoice status for all invoices you transfer to Xero .
All invoices will be labelled as drafts in Xero.
All invoices will be set as awaiting approval in Xero , meaning you'll need to approve them manually in Xero.
All invoices are automatically approved and added to the relevant tabs in Xero.
- Enable the Use invoice period in Nexudus as the invoice date in Xero toggle.
For example, an invoice initially issued on January 5th that you transfer to Xero on January 20th will have January 20th as its issue date in Xero.
- Click Connect.
You are redirected to the Xero login page.
Log in to your Xero account.
Select the Xero organization you want to connect to your location.
Click Allow access.
You are redirected to the Admin Panel.
Click the Save Changes button.
You've completed the Xero integration. You can now start transferring your invoices to Xero.