How It Works

You are able to assign Xero Accounts to individual items and categories allowing you to break down sales and expenses within Xero.


When an invoice is uploaded, EVOPOS will use the custom account over the default set in the integration settings.


Setting Up

To do this we need to link a Xero Account with the item or category, we do this by adding an attribute to the item or category with the Xero Account Code.


First make sure you have created your account in Xero's chart of accounts.



Sales/Revenue Accounts

These accounts are used when sales invoices are uploaded to Xero.


Items

  1. Navigate to Items\Stock Items and find your item
  2. Navigate to the Attributes Tab and click Add
  3. Fill in the Attribute Name as Xero Account
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the item


Categories

  1. Navigate to Items\Categories and find your category
  2. Navigate to the Attributes Tab and click Add
  3. Fill in the Attribute Name as Xero Account
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the category





Expense Accounts

These accounts are used when non stock or manual lines on a purchase order are uploaded to Xero.


Items

  1. Navigate to Items\Stock Items and find your item
  2. Navigate to the Attributes Tab and click Add
  3. Fill in the Attribute Name as Xero Expense
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the item


Categories

  1. Navigate to Items\Categories and find your category
  2. Navigate to the Attributes Tab and click Add
  3. Fill in the Attribute Name as Xero Expense
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the category