The following article will provide more insights regarding the Xero integration for Suppliers and how data will flow between the platforms.


tl;dr

- The Xero integration will help automate invoice generation as it relates to orders, and bills to pay generation for expenses;

- Orders with "Accepted" status will flow into Xero as draft invoice

- Expenses will flow into Xero as draft bills to pay, with the choice of real-time or consolidated sync

- Use the Outlet Sync and Product Sync feature to synchronise your customers and products between the platforms


Outlets

You can match existing Outlets from OrderEZ to contacts in Xero, or add a new Xero contact as an Outlet in OrderEZ.

To add a new Xero contact as an Outlet, simply search for the contact name in OrderEZ. You will be able to see that this new Outlet is coming from Xero, as indicated under the Outlet name in the search result. Click on the Outlet name to start creating the new Outlet.

Products

Products are matched according to SKU number in OrderEZ, and item code in Xero. Changes to products in Xero will be synced to OrderEZ when you click on the "Sync Product" button, on the Xero integration page. New products added in Xero can also be synced to OrderEZ using this Product Sync feature.

Orders

When orders from OrderEZ show the "Accepted" status, it will flow into Xero as a draft invoice. The reference number of the invoice in Xero will match the order number in OrderEZ, and the date when the order is accepted will be reflected as the date of the invoice.

Expense

Expenses from OrderEZ flow into Xero as draft Bills to Pay. The Xero integration offers two ways to automate the generation of Bills to Pay:

1. Individual transactions

When you select this option, each expense logged in OrderEZ will flow into Xero, real-time as an individual Bill to Pay.

2. Combined (Monthly)

This option will give you the choice to select the day of the month that you want your expenses to be pushed into Xero. At the start of the selected day, all expenses from the previous calendar month will be synced into Xero as a single bill consolidated by account representative (ie: one bill per account representative).

All attached pictures of the receipt will also flow into Xero.

Setting up this integration is straightforward and easy. Here's a step-by-step guide on how to do it!

Have more questions about how the integration work? Check out our help article on troubleshooting your Xero integration!

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