The Xero Integration creates draft invoices in Xero using the data from your daily cashups
Invoices are created at 5:00am NZST for the previous day, multiple Cashups (ie. for seperate tills) are combined into one invoice. If no Cashups are found we will retry a few more times over the next few days.
Q. How to ignore a line on the Cashup, ie. Tender - Amount - Cash
?
A. Add an Account Mapping for the Cashup line name eg. Tender - Amount - Cash
and set the Account Code to 0
.
Q. Can each store has it’s own Account Mappings?
A. Yes, you can use the Configure
link to add Mappings just for that store.
Q. Can I connect multiple Xero Organisations?
A. Each store location can be connected to one Xero Organisation.
Q. How can I remove the Xero integration for a store?
A. Configure the store and unselect the Xero Organisation.
Q. How can I remove the Xero integration completely?
A. Click the Xero Organisation at the bottom to of the screen and accept the popup to remove the connection to Xero. You can also remove the connection from within Xero under Connected Accounts.
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