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Getting Started
Log in to Service Geeni and Xero
Service Geeni allows for seamless integration with Xero, you can use the integration package to push sales and purchase transactions directly from Service Geeni to Xero, automating financial records and reducing manual data entry.
To start things off, open Chrome and log in to your Service Geeni account.
Next, open a new browser tab or window and login to your Xero account.
Open the Xero login page, enter your credentials, and log in.
Note: Once Xero and Service Geeni are linked you don’t need have Xero open.
Great! Now that you are logged into both accounts lets walk through the necessary steps to link them.
Setup the Accounts link
Step 1: Configure Account Package Information in Service Geeni
To do this, head over to your System Settings. This is located within the settings cog at the top right of the screen
From the Service Geeni screen, click on Settings and select System Settings.
Go to the Company Address tab.
When the page opens, you will land on the Company Address page.
Next, scroll down to the Account Package Integration Profile section at the bottom of the page.
At the bottom of the window Click Edit.
Select Xero v2 from the dropdown.
Click Connect to Xero button.
This will open up an external window.
If not already logged in Xero an alert page will pop up Enter your Xero credentials.
If your profile is associated with multiple ones select the correct organisation .
N.B This option is not displayed if you only have one organization.
An alert page will pop up, select your organisation if your profile is associated with multiple ones.
or
Click Continue with 1 organization.
Select Allow Access.
Your account will now be linked.
After allowing access the window should close.
Head back to the Service Geeni page and click Save to store your Xero credentials and connection preferences.
Congratulations! You have now successfully linked Xero to Service Geeni
Continue with the next steps to config the setup so the transaction move between Service Geeni and Xero correctly.
Continue to step 2.
Step 2: Sync Payment Terms from Xero to Service Geeni
You can now start to sync the Payment Terms.
Let's start by viewing the Payment Terms In Xero.
From the Dashboard:
Go to Settings.
Invoice Settings.
Default Settings.
Take note of the default payment term, e.g., "30 days from invoice date."
Now that you have taken a note of the Xero Default Settings for Payment Terms, head back to Service Geeni to setup the payment terms.
You can get to the Customer Details section via:
System Settings.
System Defaults.
Scrolling down to the Customer Details section.
You now need to set the value of the Payment Terms to the same as in Xero.
Click on the ellipsis (...) and a new window will open where you can choose an existing Payment Term or create a new one with the +Add button.
Enter the payment term details such as Payment Term, Days, and Term Type.
Once completed click Save.
The window will close and you will be taken back to the Select Payment Terms dialog box.
Click the Add button again to add all the Payment Term values (available in Xero) to Service Geeni.
Skip this step if the values are the same. If the values are not the same continue until they are.
Continue to Step 3.
Step 3: Set Up Nominal Codes for Sales and Purchases
A Nominal Code links accounts between Xero and Service Geeni, enabling accurate posting of transactions. Sales transactions, for example, use the Sales Nominal Code in Xero.
Configure Sales and Purchase Codes:
In Xero, view your Sales Code and Purchase Code under Accounting > Chart of Accounts. Note these codes.
In Service Geeni, go to Stock Enquiry, Edit Stock and assign the Sales Code as Sales Analysis Code and the Purchase Code as Purchase Analysis Code.
Specify Default Payments
You must make the default payment settings for Service Geeni and Xero the same.
To do this head to the Xero web application, and click on your profile or organization name.
Select Settings, and then Invoice Settings.
In the new window click Default Settings.
A window will open up – Here you must match the settings to Service Geeni.
Head back to Service Geeni and click the System Defaults tab (within Settings cog).
The contents of the System Defaults tab are displayed here.
Step 4: Sync Customer and Supplier Profiles
Automatic Sync
Service Geeni auto-syncs customers and suppliers with Xero periodically. Verify that profiles in Xero and Service Geeni are synchronized.
Note: Newly added profiles in Xero will also automatically sync to Service Geeni without manual intervention.
In the Customer Details section, you can set the Payment Terms, Currency Code, Repair, Service and Inspection Charge codes, Invoicing options, Priority level and Country.
Set the value of the Payment Terms field to the same as in Xero.
Skip this step if the values are the same. If the values are not the same, click on the ellipsis and a new window will open.
Click on the Add option.
Enter the payment term details such as Payment Term, Days, and Term Type.
Once completed click Save.
The window will close and you will be taken back to the Select Payment Terms dialog box. Click the Add button to add all the payment term values (available in Xero) to Service Geeni.
link to organisation for setting up branches to make xero work
Step 5
Adding Purchase & Sales VAT for Transactions
Configure VAT Profiles:
For each VAT profile in Service Geeni, set the Xero Purchase Tax Rate Name and Xero Sales Tax Rate Name if needed.
This step links VAT profiles in Service Geeni to Xero’s VAT for income and expense transactions.
The names for VAT profiles registered in Xero may differ from those in Service Geeni.
Also, a VAT profile in Xero may have two different rates for purchase and sales-related transactions whereas a VAT profile in Service Geeni has only a single rate.
Navigate to the System Defaults page under System Settings.
Using the ellipsis in the VAT Code field, you can select, alter, or add a new VAT Code.
A window will pop up and you will be able to alter existing VAT Codes or create a new one using the add button.
To edit an existing one click the edit icon in the action tray.
Enter Xero Purchase Tax Rate Name and Xero Sales Tax Rate Name. These should be the same ones as specified in Xero.
Syncing Customer and Supplier Profiles
Importing customer and supplier profiles into Service Geeni from Xero.
Configure these settings before you start interacting with Xero from Service Geeni:
Syncing customer profiles: You need not manually sync the customer names available in Xero with those of Service Geeni. It is performed by Service Geeni itself. Simply verify all customers are in sync in Xero and Service Geeni.
Syncing supplier profiles: You need not manually sync the supplier names available in Xero with those of Service Geeni. It is performed by Service Geeni itself. Simply verify all suppliers are in sync in Xero and Service Geeni.
Note: When you add a new supplier or customer in Xero manually, it is added in Service Geeni as well. Service Geeni automatically performs a sync of customers and suppliers periodically after a certain pre-decided time interval
Next Steps
For the next steps within Service Geeni - go to
Setting up your Nominal Codes in Service Geeni
Posting Nominal Transaction to Accounts From Service Geeni
Once you have completed all these steps your account package will be linked to Xero.
You have successfully linked your Service Geeni account to Xero.