Xero is online accounting software for your business that connects you to your bank, accountant, bookkeeper, and other business apps.

The integration with Xero allows Orderry users to:

1. Go to the Settings > Integrations page, find Xero under Invoicing, and click Configure.

2. Check Integration enabled.

If necessary, enable the “Create new clients in Xero” checkbox. Orderry checks if there is a client in Xero by name. If such a client already exists, then an invoice will be created. If there is no client with this name, then it will be automatically created in Xero.

Important: we advise you to specify the full names of clients in Orderry so that they are different and do not exactly match. In Xero, a client's name is a unique identifier, so if different clients have the same name in Orderry, then in Xero it will be one client.

Please note, if you have the “Create new clients in Xero” checkbox unchecked and the client from the work order/invoice is not in Xero, then such a work order/invoice will not be sent to Xero.

3. Document sending settings

Check the “Invoices” checkbox if you want to send invoicing data from Orderry to Xero.

You can set up automatic sending by status below. To do this, select an invoice status. As a result, every invoice that you move to the specified status will automatically be sent to Xero.

You can also enable the manual sending of invoices. To do this, check the “Allow manual sending” checkbox. As a result, a “Send to Xero” button will appear on each invoice in Orderry for manual sending.

4. Check the “Work Orders” checkbox if you want to send work order information from Orderry to Xero.

You can set up automatic sending by status below. To do this, select a work order status. As a result, every work order that you put into the specified status will automatically be sent to Xero.

You can also enable the manual sending of work orders. To do this, check “Allow manual sending”. As a result, each work order in Orderry will have a “Send to Xero” button for manual sending.

5. Tax Settings

In the “Tax code in Xero” column, type the code of the tax from the Xero system.

The tax code can be found in your Xero on the Accounting > Tax rates page.

Press ctrl + shift + i and open the Console tab.

Click the arrow in the left corner of the console and then click on the name of the relevant Tax Rate.

In the console, you will see the Tax Code which looks like this:

Important: you need to have a default chart of accounts "Sales" with code 200 for the integration to work correctly. Because this Account is automatically assigned for all products and services in invoices.

In the “Tax code in Orderry” column, select the matching tax from the Orderry system. We remind you that you can add and adjust taxes on the Settings > Finance page.

When you create an invoice in Orderry, taxes follow the rules on the Settings > Finance page. Map Orderry tax codes with Xero tax codes for proper synchronization.

If you use more than one tax, click the + Add tax button and adjust the matching.

6. Click Save. Congratulations, the configuration is complete and now you can move on to the next step — authorization.

1. Go to your user profile under Personal info and click the Enable button next to Xero.

2. Allow access to your Xero account.

After that, you will see that Xero is successfully connected.

Important: If you want your employees to also be able to use the integration and send invoices to Xero, then each employee must be logged in to their account.

Depending on the options you select in the integration settings window, invoices or work orders from Orderry are automatically or manually sent to Xero.

You can see these invoices on the Business > Invoices page.

If a Xero invoice has already been sent, you will see a warning when you try to do it again manually or automatically from Orderry.

Click Update existing invoice to have the previous invoice data deleted and completely updated with the new data. Click Create new invoice to keep the previous invoice information and create a new invoice (with a new number) in Xero.

All the invoices transferred from Orderry to Xero will be numbered according to Xero Settings.

To change those:

1. Go to Settings > Invoice Settings.

2. Open Default Settings.

3. Change the numbering settings by filling out Invoice Prefix and Next Number fields.

You can leave the Invoice Prefix field blank, but the Next Number is a mandatory field. Next invoice that you’ll create in the system or that will be transferred from Orderry will starts from the indicated number.

4. Save the changes.

There is no differentiation between Invoice and Order Invoice when they come in from Orderry, so the transferred documents will be numbered according to the sequence they were transferred in.

For example, if an Order Invoice is transferred and after that an Invoice is transferred, these documents will be numbered 01 and 02 respectively. Whatever the next document is, it will be numbered 03 and so on.

However, you can change the number of each individual Invoice document by opening the invoice and editing the Invoice number to match the one you have in Orderry.

Products and services are searched by name as the name is a unique identifier.

If you already have all services and products created in Xero, then we recommend exporting them and importing them into Orderry.

Note that you import products from the Inventory > Product and categories page and import services from the Settings > Services and Works list page.

If you do not have products and services created in Xero, they will automatically be created in Xero when you transfer invoices from Orderry.

Please note that the Code field will duplicate the product name because this field is mandatory in Xero. You can edit the product and change its code in Xero.