Audience: Admins


Purpose

Getting the platform connected to your Xero Accounting platform takes minutes! This process will map the platform Accounting fields for your Xero Account codes and synchronise your tax codes.



Overview


Connecting to your Xero Account

Step 1: Click on Settings

Step 2: Click on Connect to Xero



Step 3: Click on Confirm in the confirmation box



Step 4: You will now be taken to the Xero login to authenticate. Login with your Xero Administrator credentials



Step 5: Chose your company and select Allow Access. If you have more than one company under your Xero login, you may be prompted to choose which company you wish to connect to the platform.



Note: You can only connect one Xero company to the platform at a time. If you have multiple
companies, please speak to our customer support who will be able to create additional
child companies for you to manage this scenario.


Step 6: Once you have clicked on Allow Access, you will be redirected back into the platform. Wait a few seconds for your Xero settings to be synchronised, and then you will be presented with the following screen to map your default zero rated tax codes.



Step 7: In these dropdown lists you can choose which Xero tax code you wish to use in the following scenarios:

Once you have confirmed these choices, click Continue.



Step 8: You have now successfully linked the platform and Xero! 

You can check this by looking under Settings. 



Validate that all data has been imported correctly

Step 1: Click on Settings 

Step 2: Click on Expense 

Step 3: You can see your Xero Account field on the first field line. You can view the accounting codes in the right pane. 



Step 4: Click on Taxes under Settings > Expense. Here you can see the taxes that are linked to Xero.





Next Steps: Create additional account fields (i.e. Cost centre, Department etc.) (optional)
If you don't need to create any additional accounting fields then please follow the
Next step: Mapping Expense types (mandatory)