Before Getting Started

There are a few things to consider before starting to set up the Xero Integration:

• Only a single accounting system can be in use at a time. If you are using our QuickBooks Online integration, it will need to be disabled to use Xero. 
• Tenant locale, location, and store settings need to be set to the same region. 
• Tax rates are configured
• Fixably support has completed the pre-configuration and enabled the integration in your tenant

Setup

Once the integration has been enabled, it's important to complete all required setup immediately. Missing settings can lead to invoicing error messages. 

Establishing a connection between Fixably and Xero

1. Navigate to System Settings > Integrations > Xero.
2. Click the “Authorize” button.
3. Follow the onscreen workflow to connect to your Xero account.
4. After the authorization is completed, the browser will be redirected back to Fixably's system settings.

Mandatory System Settings

Tax rate mapping

• Under the Tax Mapping section, click the Fetch Tax Rates button.
• Once the tax rates are synced from Xero, you need to assign them to the tax rates from your Fixably system settings. 
• When complete, click Save Mappings.
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• Invoices are exported with order line items & corresponding tax rate IDs, so it is mandatory to have tax rates mapped correctly.
   

Fallback/Suspense accounts

• This setting is required if the Automatically export product information to Xero setting is enabled.
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• Fallback/Suspense accounts are ledger accounts that are used if ledger accounts are not set up in the product category or on the product level
• You should monitor Xero suspense accounts regularly and make manual adjustments when required.

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Payment types

• Navigate to System Settings > Payment Types.

• Each Payment Type needs to have a ledger account assigned
• If the Automatically export product information to Xero setting is enabled, Product Categories need to have Billing Tax Rate and Invoice Tax Rate set.
  • Billing Tax Rate = purchase tax rate
  • Invoice Tax Rate = default tax rate used when the product is sold
• You can set the Billing Tax Rate and Invoice Tax Rate for a Product in the Product edit view. 

  

• If the Product does have these settings, the export will fall back to Product Category Billing Tax Rate and Invoice Tax Rate.

  

Payment Memo

• Memo in Sales Receipt
• The message is visible in printouts
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Invoice Memo

• Memo in Invoice
• The message is visible in printouts
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