How to connect with Xero
Creating the Connection
To connect with your Xero account, go to GLOBAL SETTINGS > Xero (Display name: Accounting)> XERO SETUP, click Connect to Xero. You will be prompted to supply your Xero login credentials. You will be automatically returned to TidyBuild, to continue configuring your connection.
Note: Once you have established the initial connection to Xero, you should not need to repeat the authentication process on the same computer for at least one year.
1. GENERAL
Once Xero is authenticated (connected), select Xero Revenue Accounts (from the drop-down list) to map TidyBuild Revenue/Expense with Xero Revenue Account.
Enable Advanced Mappings - By enabling this option, you will be able to assign specific account mappings for particular Material Categories. See material categories.
Auto-approval - By activating this option, Purchase Orders sent to Xero are automatically approved. If approval options are unchecked, these items will appear in Xero as a Draft document.
Note:
- When selecting Xero accounts from drop-down lists, be aware that drop-down lists, as returned by Xero, also display archived Xero accounts. Take care not to select an archived account
2. TAX RATES
The Tax Rates tab allows you to identify the mapping between Tax Rates in TidyBuild and Xero. Read Global settings - Sales tax
3. TRACKING
If Tracking has been set up in Xero, tracking can be used in TidyBuild for purchase orders, for instance to add information like Region and Customer Type.
Click Update Tracking Categories to import these categories. Click SAVE.
4. BRANDING
Xero can configure multiple branding themes for Xero system documents like invoices. Consult Xero help files for instructions on how to configure custom documents.
To link to Xero branding themes to apply to sales invoices, click Update Branding Themes. Click SAVE.
