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XERO Accounting Integration

Business organisations uses different software specific to different department activities eg : XERO Accounting system is used to keep online records of Invoices and its payment.

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XERO Accounting Integration

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XERO Accounting Integration Solutions at HvantageTechnologies.com

Business organisations uses different software specific to different department activities eg : XERO Accounting system is used to keep online records of Invoices and its payment. Pragmatic Techsoft Pvt. Ltd. developed new module to sync. Invoices and payments between Odoo openERP and XERO Accounting system. This synchronisation can be triggered on scheduled frequency. This modules keeps validation on the accounts to be hit for Income/ Sales Account also for Payments. Similarly, Invoices gets reconciled against payments imported from XERO.

Features of XERO Accounting Integration

Mapping Settings


Mapping Settings Screenshot1 | XERO Accounting Integration Solutions | HvantageTechnologies.com
Chart Of Accounts:

Code given to Accounts created in Odoo and corresponding accounts in Xero accounting should be same.

Suppliers :

Select menu Accounting -> Suppliers -> Suppliers.
Select supplier and Sales & Purchase tab on supplier page.
In field : "Xero Reference" , select value of the corresponding field : "Account Number" in Xero Accounting (Contact - >Suppliers->Supplier-> Contact Details ->Account Number).
Follow same procedure for Customers

Products:

Select menu Warehouse -> Products -> Products.
Select product and Information tab on products page.
In field : "Internal Reference" , select value of the corresponding field : "Item Code" in Xero Accounting ( Accounts->Inventory->Item Code)

Export Transactions


Export Invoices:
  • Select menu Accounting -> Xero Accounting - >Import Export
  • Click on Export Invoice button, then click on add item.
  • Select invoices to be exported.
  • Click on Export Invoice button.
  • Result of above steps is selected invoices are now in Xero Accounting (To view exported invoices, select menu Accounts ->Sales->Invoices in Xero accounting). Products and customers/suppliers associated with Invoices are also exported to Xero accounting. Using export invoice functionality both Sales Invoices and Purchase Invoices can be exported.
Export Transactions Screenshot2 | XERO Accounting Integration Solutions | HvantageTechnologies.com

Export Purchase Orders


Export Purchase Orders Screenshot3 | XERO Accounting Integration Solutions | HvantageTechnologies.com
Export Invoices:
  • Select menu Accounting -> Xero Accounting - >Import Export
    Click on Export Purchases button, then click on add item.
    Select Purchase Orders to be exported.
    Click on Export Purchase Orders button.
  • Result of above steps is selected Purchase Orders are now in Xero Accounting (To view exported Purchase Orders, select menu Accounts ->Purchases->Purchase Order in Xero accounting).
    Products and suppliers associated with Purchase Orders are also exported to Xero accounting.

Import Transactions


Export Invoices:
  • Select menu Accounting -> Xero Accounting - >Import Export
    Click on Import Payments button
  • On successful import Message "All payments are imported" will be displayed.
    Import payment functionality import payments received from customers as well as payments paid to suppliers.
Import Transactions Screenshot4 | XERO Accounting Integration Solutions | HvantageTechnologies.com

Notification


Notification Screenshot5 | XERO Accounting Integration Solutions | HvantageTechnologies.com
Export Invoices:
  • Customer creation notification:
    Email notification sent as per email settings configured in Odoo, when new customer is created.

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