The Envoice & Xero integration is a link between your Envoice company account and your Xero account.
This reduces manual data entry, saving you time and increasing accuracy.
Setting up the Xero integration
- Login to your Envoice account
- Go to Settings - Integrations
- Find and click the Xero integration
- Click Connect and you will be redirected to Xero
- Login to Xero
- Authorize Envoice to access the organisation you want to connect
- You will be redirected back to Envoice and connection is active
Configuring the Xero integration
Recording required
If recording is required, Envoice will not allow publishing the document to Xero before accounts and tax rates are added to line items.
Automatic publishing
- Select Automatic publishing ON for documents to be published immediately to your Xero account upon completion of processing.
Note: Please make sure you set up all necessary rules to ensure that all the correct information is applied to your items before auto-publish occurs.
Synchronization
On initial activation, accounting settings from Xero will be pulled to Envoice.
Automatic synchronization
Select Auto Sync to keep your data accurate between Envoice and Xero. Changes in settings are synced once a day.
Manual synchronization
If Auto Sync is disabled or you wish to implement changes made in Xero immediately to Envoice use manual synchronization.
- Login to your Envoice account
- Click Settings, then select Bookkeeping
- Select the desired section of Bookkeeping settings you wish to apply changes immediately and click Sync