Xero

Xero integration

Xero Tax Rates / Types

The list below shows all Xero tax classes. You will need to map OpenCRM VAT rates to appropriate tax classes by editing the VAT Rate picklist (under invoices) and in the "Other" column, putting the Xero tax type value for the corresponding VAT per...

Avatar

By OpenCRM Online

March 7, 2023

Are there any considerations when moving from Sage Accounts 50 to Xero Online?

Although Software Add-ons are not accounting specialists we have migrated from Sage Accounts 50 across to Xero for our own internal accounting needs and as part of this process came across some points that we feel may be helpful for others going t...

Avatar

By OpenCRM Online

March 7, 2023

How are the balance fields on the Company records in OpenCRM calculated?

The balance fields on the company account are calculated as follows: Outstanding Balance / Total Balance  = Sum of all invoices (Credit notes deducted), regardless of due date - includes future due invoices Due Balance = Sum of all invoices (Cre...

Avatar

By OpenCRM Online

March 7, 2023

Why might OpenCRM have an order total that is different in pricing from my website or other computer system?

This type of problem is very common and is almost always caused by the way your different computer systems round numbers.  VAT calculation in the UK is a good example of this. There are two popular ways of calculating VAT, one that applies it to e...

Avatar

By OpenCRM Online

March 7, 2023

How to use the Xero integration with OpenCRM (Overview)

Important : Please Read There are a number of elements that you need to configure, all of these come with some level of caution and you should not attempt these without your Accountant or a Company Director taking responsibility for any decisions ...

Avatar

By OpenCRM Online

March 7, 2023

Setting up the Xero Integration. Configure OpenCRM - Xero Integration

Important : Please Read There are a number of elements that you need to configure, all of these come with some level of caution and you should not attempt these without your Accountant or a Company Director taking responsibility for any decisions ...

Avatar

By OpenCRM Online

March 7, 2023

How can I push Purchase Orders from OpenCRM to Xero?

Before you are able to push Purchase Orders to Xero, there are a couple of steps required. Please refer to this FAQ on how to set up your integration with Xero To learn more about pushing Invoices to Xero please see this FAQ . One further set-u...

Avatar

By OpenCRM Online

March 7, 2023

Update Xero REF on OpenCRM Company Record

Update the Xero REF on the Company record within OpenCRM

Avatar

By OpenCRM Online

March 21, 2023

Overview PDF on Xero functionality

A brief overview of what to expect with the OpenCRM to Xero integration.

Avatar

By OpenCRM Online

June 15, 2023