What is Xero?
Xero is a cloud-based accounting solution for built for small businesses, accountants and bookkeepers.
How Does the Xero Integration Work?
The Xero integration lets you transfer your Nexudus invoices to your Xero account. Once you've matched your charts of accounts on both platforms and the integration is enabled in Nexudus, you can start transferring any of your Nexudus invoices to Xero.
Every time you transfer invoices to Xero, Nexudus tries to match the financial account and tax rate of each invoice line item to financial accounts and tax rates in Xero. If the accounts and tax rates match, the invoice is transferred to Xero.
From there, you can process payments for unpaid Nexudus invoices and run a second transfer in Nexudus to update the invoice status in Nexudus.
The chart below detail how the information is shared between Nexudus and Xero.
You can integrate Xero from the Administrator Panel in Nexudus. All you need is a Xero account along with matching charts of accounts and tax rates in Nexudus and Xero.
For more information, check out our step-by-step guide on Integrating Xero.
Transferring Invoices to Xero
Once you've enabled the integration, you can transfer any of your Nexudus invoices to Xero. Since Nexudus and Xero aren't automatically synchronized, you'll need to transfer any new Nexudus invoice to Xero. You'll also need to transfer Nexudus invoices you've paid in Xero a second time to have their status updated to PAID in Nexudus.
For more information, check out out step-by-step guide on Transferring Invoices to Xero
Some of your invoice transfers may contain transfer errors. These errors are invoice-specific and don't stop the overall transfer. Our page on Troubleshooting Xero can help you identify and fix some common transfer errors. You can also get in touch with our support team at firstname.lastname@example.org.
If you still have questions about the Xero integration, check out our FAQ - Xero.