Use our Xero integration to post invoices straight from ERP Go to Xero and keep your accounts 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:

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 authorise the connection between ERP Go and your Xero account.

A window will open prompting you to login to Xero if not already signed in, then use your credentials to log into Xero.

Use the import contacts or export accounts buttons to bring contacts in from Xero or export accounts to Xero.

Integration Settings

Set to YES to automatically create a new contact in Xero. This account is linked to the contact in Xero, so invoices posted are associated with this contact in Xero.

Set to YES to keep linked contacts in Xero up-to-date with information in Xero. When you edit an account in ERP Go that’s linked to a Xero contact, ERP Go will update contact information in Xero too.

Default Invoice Status

You can select what status your invoice inherits when posting into Xero.

Use the drop down menu to select which default status to post to Xero.

As mentioned above, products and additional charges in ERP Go are assigned a revenue group. In this section, you map revenue groups in ERP Go to Xero chart of accounts.

You’ll see a list of your revenue groups on the left and a list of Xero chart of accounts on the right. Map each revenue group here.

Products and charges in ERP Go are assigned a cost of goods sold (COGS) group. COGS refers to the direct costs associated with the goods your business sells, such as the purchase price of products or components. It represents the expense side of your product sales.

In this section, you’ll map each COGS group in ERP Go to the appropriate account in your Xero chart of accounts.

You’ll see a list of your COGS groups on the left and a list of Xero accounts on the right. Map each COGS group to the corresponding account here.

Products in ERP Go are assigned a stock balance sheet group. These groups represent how the value of your inventory is tracked on your balance sheet. This includes the value of products or components you hold in stock.

In this section, you’ll map each stock balance sheet group in ERP Go to the appropriate account in your Xero chart of accounts.

You’ll see a list of your stock balance sheet groups on the left and a list of Xero accounts on the right. Map each group to the corresponding account here.
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Supplier, this account represents the supplier suspense account used to temporarily hold amounts for supplier invoices until they are fully allocated.
​Logic: Map this to the supplier control or suspense account in Xero.

Purchase Price Difference, this account captures any variance between the standard cost of an item and the actual price on the purchase order. These differences affect your profit and loss (P&L).
​Logic: Map this to a P&L account for purchase price variances or adjustments.

Stock Discrepancy, this account records adjustments when physical stock counts differ from system quantities. These discrepancies can result from shrinkage, damage, or data entry errors.
​Logic: Map this to an inventory adjustment account so that stock variances are properly reflected in your books.

In this section, make links between tax rates in ERP Go 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 ERP Go invoice item’s tax rate.

You’ll see a list of your ERP Go tax rates on the left and a list of Xero tax rates on the right. Map each tax rate here.

A tax rate in Xero can consist of multiple tax rates (rate percentages) to cater for regions where both state and city tax is applicable. Within ERP Go 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 ERP Go tax rates to the same Xero tax rate.

Review all of your settings, then when you’re happy press the 'Active' slider at the top to YES.

When the slider is set to Yes, the Xero options become visible in ERP Go system, e.g. you’ll now see a linked Xero contact in your ERP Go Accounts.

If you need anything, use the blue help bubble at the bottom-right to start a conversation with us

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