About Xero
Xero is world-leading online accounting software built for small business. Get a real-time view of your cashflow - Log in online anytime, anywhere on your Mac, PC, tablet or phone and see up-to-date financials. Run your business on the go - Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere. Reconcile in seconds - Xero imports and categorises your latest bank transactions. Just click OK to reconcile. Get paid faster with online invoicing - Send online invoices to your customers – and get updated when they’re opened.
A quick walkthrough of features
You can sign up for a free Xero account.
This help guide will cover:
- What happens with the Splose + Xero integration
- How to connect Xero with Splose
- How to update the chart of accounts for specific services
- How to update the chart of accounts at the invoice level
What happens with the Xero + Splose integration
Invoices
When you create an invoice in Splose, it will be synced to Xero automatically when it is marked as sent.
Clients and contacts
Invoice recipients in Splose are created as contacts in Xero. This way, you can track lifetime value and total paid/outstanding invoices in Xero as well as Splose. Details like name, email, phone numbers and address in Xero.
Payments
Payments applied to invoices in Splose will be synced along with items, tax rates and chart of accounts.
Chart of accounts
Chart of accounts for all invoice item lines created in Splose is synced to Xero to ensure your ledger is accurate.
Tax rates
Tax rates applied to invoice item lines such as GST free, GST on income etc. are synced across to Xero.
Discounts
Percentage and dollar discounts applied to invoice item lines are synced to Xero.
Total tax
You can select if an invoice total is including tax, excluding tax or no tax. This is synced to Xero.
Invoices created in Splose sync all required information to Xero.
The Xero + Splose integration makes reconciling your accounts effortless - simply match bank statement lines with transactions in Xero.
Connect your Xero account to Splose
Go to Settings, then Integrations and under Xero click Connect.
Log in to your Xero account.
Then, select the organisation that you would like to connect to Splose. Once ready, click Continue.
Select an organisation
If your Xero account has multiple organisations, you must select the organisation that should be connected to Splose. The Splose + Xero integration does not currently support connections to multiple organisations.
Select a default Xero account for invoice items
Your Xero chart of accounts will be imported into Splose. You must select the default account that should be assigned to invoice items. Don't worry, you can individually change the account for different services in Settings (we'll cover this in a bit).
Select default Xero account for payments
You must select the default account that should be assigned to all payments that you create in Splose.
Select the payment method for receiving payments in Xero
Next, you need to select the payment method that should get assigned to payments that are added in Xero.
You can decide whether you would like to sync existing unsynced invoices created in Splose to Xero.
If you decide to, you can specify the date range of invoices to import. You can always come back later to sync previously created invoices.
Click Save settings when you have completed the above.
You will see the list of invoices that have not been synced, the invoice status and can manually fix any errors and sync again.
Update the chart of accounts for specific services
Head to Settings and then Services and edit a service. Update the tax rate for this individual item line.
Update the chart of accounts at the invoice level
Your chart of account settings and preferences will be automatically applied to invoice item lines, however, you always have the ability to update the individual chart of accounts for item lines.
