Support Off the Chain/Manuals/Interfaces
Xero Integration
Support Desk
posted this on December 23, 2010 16:54
To seamlessly integrate with Xero you need to first configure your account, this establishes an authorised link with Xero. It is very important to note that you will need to create two new accounts in your Xero Chart of Accounts, these are your Stock on Hand and Cost of Goods Sold accounts.
| • | To establish your live link in to your live Xero file and to configure the interface settings go to the Xero configuration screen under the Settings / Interfaces Menu |
| • | Note that you have to have a live Xero file you want to integrate Unleashed with prior to this step |
| • | Click the Connect to Xero button. This will then open a Xero login screen in a new window, requiring sign in to the Xero Company you wish to integrate with. Enter your login details and click Login |
| • | Select the Xero Company you wish to integrate with from the drop-down and click Authorise. This will enable the live-link and return you to your Unleashed browser session and confirm the connection |
Before selecting the appropriate Xero accounts, you must create two accounts in your Xero Chart of Accounts. These are a Stock on Hand account, and a Cost of Goods Sold account. Xero does not have these accounts 'out of the box'. To create these accounts you must go to Settings in your Xero account, Chart of Accounts, and create a new account.
- The Stock on Hand account should be a Current Asset.
- The Cost of Goods Sold account should be a Direct Expense.
| • | Once you have successfully authorised the connection, the next step is to select the four mandatory account selections from the relating drop downs. Once complete click the Save button |
| • | Note that once you have established your connection this will be a list of the current ledger accounts from your Xero file |
| • | Note that the Sales Account selection should be your primary sales account in your Xero Profit and Loss. This will mean all completed Sales Orders and Sales Credits completed in Unleashed will code the transaction lines to the Xero sales account |
| • | Note that the Purchase Account selection should be your stock on hand account in your Xero Balance Sheet. This will mean all receipted Purchase Orders completed in Unleashed will code the transaction lines to the Xero stock on hand account |
| • | Note that the Cost of Goods Sold Account selection should be your cost of goods sold account in your Xero Profit and Loss. This will mean all journals created in Unleashed for completed Sales Order, Credits and Stock Adjustments completed in Unleashed will code one side of the required journal to the Xero Cost of Goods Sold account |
| • | Note that the Stock On Hand Account Selection should be your stock on hand account in your Xero Balance Sheet. This will mean all journals created in Unleashed for completed Sales Order, Credits and Stock Adjustments completed in Unleashed will code one side of the required journal to the Xero stock on hand account |
| • | Note also that all the tick boxes should be ticked to enable each interface to flow real-time to Xero |
Comments latest first
Hi Grant,
I'm not sure why you would be getting that? Feel free to email support@unleashedsoftware.com if you are still having problems as they will be able to help.
Kind Regards
Matt
Hi Guys,
Just trying to integrate with Xero. Created the new accounts, linked with Xero, selected the accounts and ticked all the options - but am getting this error message
Error
Sequence contains no elements
any hints about what to do differently?
Cheers
Granr
Hi Steven,
Unleashed allows you to have multiple sales accounts set up so different products and customers can be sent through different sales accounts. This is set up on the customer and product (product sales account will override customer sales account). At the moment Unleashed will only accept one cost of goods account however you are free to split that up in Xero if you wish.
Hope that helps.
Kind Regards
The Unleashed Team
I track income & costs by departments in Xero. Is there anywhere to allocate this info in Unleashed?
Yep.... it's working just fine now. Thanks for your immediate reply. Was worried that I did something wrong :)
Cheers!
Dario
Hi Dario,
Are you still having the problem? It should all be up and running now as the connection to the Xero API went down momentarily. Let us know if you have any problems/questions!
All the best.
Hi,
I am new to Unleashed. I was testing it out and the Xero integration was working just fine, in fact when I raised an invoice on Unleashed, this was synched on Xero. But when I went to configure the accounts for Stock on hand and Cost of Goods sold (which I though I had already set-up), I was unable to connect to Xero and load the accounts. The usual pop-up (and as shown on the video tutorials) when I click on Connect is not coming up. I removed the pop-up blocker and tried doing this on a number of computers with different internet browsers. But nothing is coming up.
Is this just me? Help! :)
Belay that last comment, your very impressive support has sorted this problem in record time!
Is there no way of adding Xero support? We waited until year end to switch to Xero but no it is not available from the Interfaces menu?
Hello Graham,
Your customers can actually have any Xero account nominated for sales you make to them. You can select an account from the customer's setup details. Please find all the information you need to do this at the manual below:
http://support.unleashedsoftware.com/entries/406279-customer-entry-and-maintenance
Thanks for the question!
Mark.
From this I understand that all sales fro unleashed will end up in the 1 sales xero sales account. There is no way of adjusting this in unleashed? I must manually change this once the sale has been represented in xero? This will cause a lot of coding errors if you frequently sell from more than 1 account. Can this not be fixed?