Xero

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...

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...

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...

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...

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 ...

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 ...

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...

Update the Xero REF on the Company record within OpenCRM

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