Invoxy integrates with Xero, an online accounting system designed for small businesses and their accountants.
Invoices sent from Invoxy create draft accounts receivable invoices in Xero, so you can manage your aged debtors and reconcile your accounts in no time. Automatically assign revenue to different Xero account codes and create new Xero contacts from your clients in Invoxy.
Set Up Xero Integration
First, you must authorise Invoxy to access your Xero account information.
To authorise Invoxy go to Manage > Integrations and click the Connect button under Xero. This will open a Xero login window.
Log into your Xero account as you would normally. You'll then be asked which organisation to authorise Invoxy to access.
Select your Xero organisation and click Authorise. After a few seconds, the window will close and you will be returned to Invoxy and given the message that your company settings have been saved. You are now set up to transfer data between Invoxy and Xero.
If at anytime you want to delink Invoxy from Xero, just click Disconnect.
Set Account Codes
Under Manage > Work set the appropriate Account Code on any work items your resources will be recording their time against. When you select the Account Code from the dropdown list the Tax Rate will default according to the settings on the Account Code in Xero.
Once you're connected to Xero you're ready to send your Invoices to your Xero account.
To find out more about creating and sending invoices see Creating Invoices.
For information on sending contractor invoices to Xero (for any clients not using PayHero payroll) see Sending Contractor Invoices to Xero.
Set Tracking Categories
If you use Xero tracking categories for breaking down your sales income, you can manage this from Invoxy.
First, you'll need to set your tracking categories as labels on each of your Placements in Invoxy. Make sure they're an exact match to the names of your categories in Xero. Find more info on setting up labels here.
You'll also need to include the 'Placement Tracking Codes' placeholder in the line narration of your Invoice Templates, as shown below. For more detail on setting up Invoice Templates, see this article.
The Placement Tracking Codes placeholder won't be visible on the client invoice, but will cause Invoxy to send any Placement Labels through to any matching Xero Tracking Categories when the invoices are sent through.
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