Step 1.
Go to Xero under the Global settings tab. Click Connect to Xero.
You will be prompted to supply your Xero login credentials. You will be automatically returned to TidyWork once completed, to continue configuring your connection.
Step 2.
Once Xero is authenticated (connected), select Xero Revenue Accounts (from the drop-down list).
Select the Xero Expense Account to map expensed items.
Next, define the Xero current Asset Account for Stock on Hand, and the Xero Expense Account for Cost of Goods Sold and Stock Adjustments.
Step 3.
Enable Advanced Mappings- allows you to assign specific account mappings for particular Material Categories.
Auto-approval- allows Purchase Orders, Sales Invoices, Sales Journal, and Stock Journal Invoices sent to Xero are automatically approved. If approval options are unchecked, these items will appear in Xero as a Draft document.
Step 4.
The Tax Rates tab allows you to identify the mapping between Tax Rates in TidyWork and Xero.
Step 5.
If Tracking has been set up in Xero, tracking can be used in TidyWork for purchase order and Sales, for instance to add information like Region and Customer Type.
Click Update Tracking Categories to import these categories. Click Save.
Step 6.
Xero can configure multiple branding themes for Xero system documents like invoices. Consult Xero help filesfor instructions on how to configure custom documents.
To link to Xero branding themes, so they can apply to sales invoices, click Update Branding Themes. Click Save.
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