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XERO Integration
Getting Started With Xero
Sync Revenue or Expense Account Codes With Xero
Sync Revenue or Expense Account Codes With Xero
Jeff avatar
Written by Jeff
Updated over a week ago

When you create an Invoice or Purchase Order on Klipboard, you can select and sync the Expense or Revenue Codes associated with each line item to Xero.

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Getting Started With Account Codes

Upon integration with Xero, all Tax Rates and Account Codes in Xero will be imported into Klipboard. Any changes required must be made to Tax Rates or Account Codes in Xero and these will sync to Klipboard.

Team Members with Web Dashboard access can set Default Revenue & Expense Account Codes by navigating to Settings > Payments & Taxes.

Selecting Account Codes On Line Items

When creating an Invoice or Purchase Order, you can select the required Expense or Revenue Account Codes associated with each individual line item by selecting an option from the Tax (%) dropdown list. If a different code is selected the % rate will also change to reflect the rate of the new selection.

Once the Invoice or Purchase Order is saved, it will sync the required information to Xero.

Updating Account Codes on Xero

For Account codes to sync with Klipboard, the codes in question MUST be updated on Xero. For any Account Codes that you wish to sync to Klipboard, you must first go to Xero and on the Edit Account Details screen ensure that the 'Show in Expense Claims' option is ticked, otherwise, it will not sync.

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Access further help articles on the integration with Xero:

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