Use our Xero integration to post invoices straight from Current RMS to Xero and keep your organizations up-to-date between the systems.
We’ve broken down the setup into eight steps. Depending on how your business works, you might not need to complete all of these steps:
- Xero contact import or export
- General settings
- Revenue group mappings
- Tax rate mappings
- Payment method mappings
- Tracking category mappings
Before you begin
You’ll need a Xero account to use our Xero integration. Sign up on the Xero website.
Head to System Setup > Integrations > Xero to start the configuration.
Hit the Connect to Xero button to authorize the connection between Current RMS and your Xero organization.
A window will open prompting you to login to Xero if not already signed in, then choose an organization on your account to link to.
Xero contact import or export
Use the Import contacts and Export organziations buttons to bring contacts in from Xero or export organizations to Xero.
- If you’re an existing Xero user and new to Current RMS, import your contacts from Xero to create corresponding linked organizations in Current.
- If you’re an existing Current RMS user and new to Xero, export your organizations from Current RMS to Xero to create corresponding linked contacts in Xero.
- If you’ve used both Current RMS and Xero in parallel for a while but haven’t integrated the two: import from Xero to create to create organizations in Current and export from Current to create contacts in Xero.
We’ve a full guide that runs through importing and exporting in more detail, see: Import and export organizations from Xero
Default account code
Products, services, and text items in Current RMS are assigned a revenue group for rental and sale. You can map these revenue groups to Xero account codes, which are used when posting an invoice to Xero.
The default account code is used when posting an invoice to Xero with invoice items that contain an accumulated charge. For example, when an opportunity is invoiced with the grouping option of “opportunity,” the line on the invoice may contain charges from multiple revenue groups.
Choose the status of invoices in Xero when posted:
- Submitted for approval
Mark invoice as sent to client?
When you print, email, or provide a link to an invoice in Xero, it can be marked as “Sent” so you see that you’ve sent your customer a copy at-a-glance.
Toggle this setting to YES to automatically set invoices posted from Current as “Sent” in Xero – perfect if you’re using discussions to send out invoices.
Create a linked Xero contact when creating an Organization?
When set to YES, when you create an organization in Current RMS, a new contact is automatically created in Xero. This organization is linked to the contact in Xero, so invoices posted are associated with this contact in Xero.
A linked contact won’t be created if you fill in the “Linked Xero contact” field when creating an organization.
Update a linked Xero contact when editing an Organization?
Set to YES to keep linked contacts in Xero up-to-date with information in Current RMS. When you edit an organization in Current that’s linked to a Xero contact, Current will update contact information in Xero too,
Revenue group mappings
As mentioned above, products, services, and text items in Current RMS are assigned a revenue group for rental and sale. In this section, you map revenue groups in Current to Xero account codes.
You’ll see a list of your revenue groups on the left and a list of Xero accounts on the right. Map each account here.
If you add a new account in Xero and need to update a list, hit the the blue refresh link to the right.
To add new revenue groups, head to System Setup > Revenue groups.
Tax rate mappings
In this section, make links between tax rates in Current RMS and Xero.
These mappings are used when posting an invoice to Xero in order to set the Xero invoice line item’s tax rate based on the Current invoice item’s tax rate.
You’ll see a list of your tax rates on the left and a list of Xero tax rates on the right. Map each tax rate here.
Multiple tax components
A tax rate in Xero can consist of multiple tax components (rate percentages) to cater for regions where both state and city tax is applicable. Within Current the state and city tax rate percentages are created as separate tax rates and combined using a tax rule.
With such a tax configuration, link both Current tax rates to the same Xero tax rate.
Payment method mapping
This section is optional; it’s only needed if you wish to record payments in Xero from Current RMS.
If you don’t see anything here, come back to this section later. We’ve got a guide that runs through this, see: Take payments when integrated with Xero
You’ll see a list of your payment methods on the left and a list of Xero accounts on the right. Map each account here.
Tracking category mapping
This section is optional; it’s only needed if you wish to use Xero tracking categories to track revenue for stores in Current.
Tracking categories can only be used for stores.
You’ll see a list of your stores on the left and a list of Xero tracking categories on the right. Map each store here.
Review all of your settings, then when you’re happy toggle the “Enabled” slider at the top to YES.
When the slider is set to YES, the Xero options become visible in your Current RMS system, e.g. you’ll now get the option to Post invoice against an invoice.