How to use the Xero integration

Article author
Emily Brooks
  • Updated

Once access has been granted and the integration shows as active, initiate a manual sync by selecting the Sync data button. This will sync your latest invoices to Xero. Subsequently, any future invoices will be synced automatically, eliminating the need for manual sync each month.

Note: Reconciliation invoices are finalized between the 1st and 5th of the following month.

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  1. The fields in the invoice will map to Xero and create a draft of a Supplier Bill under the Business tab in the Bills section.

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  2. The PDF of the invoice will also be attached in Xero.
  3. Taxes are synced as a distinct line item. A 0% tax rate will not generate a separate line item, as the amount is zero. In Xero, if you have configured a specific tax rate (%) for accounts, this may lead to apparent discrepancies in cases where a different tax rate is applied. Remote can’t override this so you will need to remove the tax configuration manually.
  4. The status of the sync will be reflected in Remote. If the sync has failed, details will be provided so it can be retried.Invoice Syncing Status in Remote.png
  5. Once the integration is activated, data changes may take several minutes to sync from Remote to Xero. If you wish to force new data changes to sync right away, you can manually select the Sync data button to initiate it.

Data field mapping in Remote and Xero

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Remote Xero Note
Issue Date Date  
Payment Due Date Due Date  
Invoice Supplier Bill  
EOR Entity From  
Customer Name + Address N/A  
Invoice Number Reference Having the same invoice number as reference helps the customer keep track and trace the invoice if necessary.
Total Due (Currency) Amount (Currency)  
Line items Description Each line item from the reconciliation invoice will correspond to a single row on the column ‘Description’

Amount (individual line items)

Unit Price  

Tax

Tax Taxes are synced as a distinct line item. A 0% tax rate will not generate a separate line item, as the amount is zero. In Xero, if a customer has configured a specific tax rate (%) for accounts, this may lead to apparent discrepancies in cases where a different tax rate is applied. We can’t override this so the customer would have to remove the tax configuration themselves.

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