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Automate accounting with Xero
Automate accounting with Xero
Updated this week

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.

Xero is a distinct company not affiliated with us. For any inquiries regarding Xero's solutions, services, or pricing, please reach out to Xero directly. We do not have the authority to provide information or support on behalf of Xero.

Enable the Xero integration

To connect Xero, do the following:

  1. Go to the Locations > Settings page by pressing the "Settings" icon next to the location's name > Xero > press Connect.

  2. Grant access to the Xero organization where to sync invoices.

  3. Select the same Xero organization from the "Organization" dropdown.

You must have an active Xero account to integrate it with your app.

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 in the app:

The invoice draft automatically created on Xero:

The integration completes and matches Xero invoices with the data available in the app:

  • "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 the app

  • The "Go to andcards" link to the corresponding invoice in the app

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. Using this integration is only available on specific plans.

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