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:
📝 Note: Two-Factor authentication is required to be activated to use the Xero integration. Xero has made this compulsory.
How the Splose + Xero two-way integration works
Invoices
An invoice is synced with Xero when it is sent or a payment is applied. An invoice won't be synced while it is in the draft status, so you can make any updates.
Clients and contacts
The invoice recipient (client or contact) will first be looked up in Xero to see if there's a match. If there is, the invoice will be associated with the contact. If there isn't, a new contact will be created in Xero. You can track lifetime value and generate account statements in Xero. Details like name, email, phone numbers and address are synced to Xero.
Payments
Payments applied to invoices in Splose will be synced along with item description, tax rates and Xero accounts.
Chart of accounts
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 amount discounts applied to invoice item lines are synced to Xero.
Total tax
The invoice sub total will be synced to Splose, such as including tax, excluding tax or no tax.
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.
Select the organisation that you would like to connect to Splose. Once ready, click Continue.
Connect an organisation
If your Xero account has multiple organisations, you must select the organisation that you want to connect to Splose.
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. This account will be used for invoice items unless an account is specified for an individual service.
Select a default Xero account for payments
You must select the default account that should be assigned to payments made. This account will be used for payments unless an account is specified for an individual payment method.
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 created in Xero. For example, when you reconcile a payment received to an invoice, the invoice will be updated in Splose and the payment method you select will be assigned.
If you have invoices in Splose that are created prior to connecting Xero, you can sync them to Xero.
You can specify the date range and import these invoices.
Click Save settings.
You will see the list of invoices that have errors from the integration page. Fix any errors and click sync now to re-sync your invoices.
Assign a specific account code for a service
Go to Settings and then Services and edit a service. Select the Xero account you wish to use for this service.
Click Save.
Assign a specific account code for a payment method
Go to Settings, then Payments and edit a payment method.
Select the Xero account you wish to use for this payment.
Click Save.
Payments made in Splose are created separately in Xero, and the payment type is added to the reference name, making reconciling easier than ever.
