The Xero integration is currently in beta. Please try it and send your feedback to [email protected].
Xero is a cloud-based accounting software platform designed for small and medium-sized businesses. You can sync invoices to Xero automatically for seamless accounting of your revenue.
Enable the Xero integration
To connect Xero, do the following:
Go to Locations > Settings > Xero and press
Connect.Grant access to the Xero organization where to sync invoices.
Select the same Xero organization from the "Organization" dropdown.
You must have an active Xero account to integrate it with andcards.
Configure the Xero integration
The integration automatically and in real-time creates draft invoices on Xero for one-off and auto-invoices as soon as they are issued in the app.
One-off transactions such as room bookings, desk bookings, event tickets, credit packages, and shop products, are not synched to Xero.
The invoice on andcards:
The invoice draft automatically created on Xero:
The integration completes and matches Xero invoices with the data available on andcards:
"To" field matching by the user or company name
Due date
Issue date
Invoice number
Currency
Tax type (inclusive or exclusive)
Item description
Item quantity
Item price
Account (Revenue 200 - Sales)
Tax rate (if the same rate found on Xero; manage tax rates)
PDF attachment of the invoice generated by andcards
The "Go to andcards" link to the corresponding invoice on andcards
The Xero invoices are saved as drafts for your review and approval.
Once the integration is connected, newly-issued invoices will sync to Xero. Past invoices are not synched to Xero.