Xero
Setting up your integration with Xero.
Last updated
Setting up your integration with Xero.
Last updated
Xero is a cloud-based accounting software. You can read more detailed information on Xero's website.
You must have API access setup on your user account to setup an integration with Xero. You can do this is Settings > Users and Security but clicking on the correct user's account, looking under Access and checking the box next to API access.
If you're using Xero in your coworking space, the integration allows you to export invoices created in your Nexudus account via the dashboard.
First, you'll need to open an account on both platforms. If you still haven't opened a Xero account, you can test a trial version on the Xero website. The next thing you need to do is set up a connection. You can do so by following these steps:
On your Nexudus dashboard, go to Settings > Integrations and click on Connect with Xero.
You'll be redirected to the Xero log-in page. Enter your credentials.
Then, you must give the Nexudus app authorisation to access your account. Both applications will now be connected and you'll be sent back to your Nexudus dashboard.
How can I transfer an invoice from Nexudus?
Before you transfer an invoice to Xero, you must make sure that all of the Products, Plans, Charges and Passes that you're invoicing are assigned an account. If you haven't done so already, you can add as many accounts as you need via Finance > Chart of Accounts. Don't forget that these accounts must exist on the Xero account that you're integrating. The accounts that you've added can be assigned to the Products, Plans, Charges or Passes that you're going to invoice, by viewing their details and selecting them in the Account field.
In the integrations section via Settings > Integrations fill in or use the Default Tax Code.
Default Tax Code: In this section, you must select a tax code from those available on Xero. This is for the invoices created on Nexudus, which apply the general tax rate set up on your account.
For more information about the tax rates available on Xero for this field, visit http://developer.xero.com/documentation/api/types/
In this case, use the default tax rate, OUTPUT.
Once you've set up both accounts and assigned the elements that you're going to invoice, you can create a new invoice and transfer it to Xero.
You can transfer an invoice to Xero via the following sections:
Go to the general invoice list and select the record(s) that you want to transfer to your Xero account and run Transfer to Xero from the More Actions... drop-down menu. A confirmation message will appear on the screen.
The invoices will then be marked with the In Xero tag on the list.
If you go to your Xero account, you'll see that the invoices imported correctly.
To sync Xero's tracking category to your Nexudus locations, the tracking category should be called "Location" in Xero and the values of that category must match the name of each location in Nexudus.
You can also export an invoice directly from the record's details. To do so, run the action Transfer to Xero from the More Actions drop-down menu.
