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Xero: - Configuration guide
Xero: - Configuration guide

Guide on how to configure the Xero integration options

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Once the OnRent system has been linked to Xero there are options for how the link should interact between the two solutions.

Activate Link

The first option presented is if the link is active or not.

If the link is not active then nothing will be transferred between OnRent and Xero until it has been flagged as being active.

Disconnect from Xero

To disconnect the link from OnRent to Xero, click the Disconnect from Xero button.

Import/Export Accounts

There is an Import Accounts and an Export Accounts option.

Import Accounts

Clicking the Import Accounts button will prompt to check that you wish to perform this action.

Depending on the options Create Linked Account and Update Linked Account (more on this below) will dictate if new Accounts will be created in OnRent from Xero and whether interlinked Accounts/Contacts will be updated.

Export Accounts

Clicking the Export Accounts button will prompt to check that you wish to perform this action.

Depending on the options Create Linked Account and Update Linked Account (more on this below) will dictate if new Accounts will be created in Xero from OnRent and whether interlinked Accounts/Contacts will be updated.

Account & Invoice Options

Create Linked Account

The Create Linked Account option provides the functionality to have OnRent create a link and remember which OnRent Account is linked to which Xero Contact.

If this is not enabled Importing/Exporting accounts between OnRent and Xero could result in multiple copies of the same Account/Contact being created.

Update Linked Account

The Update Linked Account option provides the functionality for if you would like to update Accounts/Contacts between OnRent and Xero or not for those that have been linked with the previous option being enabled.

General best practise would be to have both these options turned on (set to Yes).

Default Invoice Status

The Default Invoice Status provides a dropdown list of options to specify the status an Invoice/Credit note will have when it is sent to Xero (the status the invoice will have in Xero once it is sent to Xero).

Revenue Group Mappings

The Revenue Group Mappings provides the functionality to map the OnRent Revenue Group to a Xero Ledger (Chart of Accounts).

The OnRent Revenue Groups are listed with a dropdown menu taken directly from the linked Xero company for ease of selecting the correct Xero Ledger.

Select the appropriate Xero Ledger for the OnRent Revenue Groups.

Tax Rate Mappings

The Tax Rate Mappings provides the functionality to map the OnRent Tax Rates to the Xero Tax Rates.

The OnRent Tax Rates are listed with a dropdown menu taken directly from the linked Xero company for ease of selecting the correct Xero Tax Rate.

After configuring/amending the OnRent to Xero link, the changes applied will need to be saved by clicking the Update Integration button at the bottom.

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