We have worked closely with accountancy firms using Xero to ensure that our integration saves you time and provides a great experience for your team and clients.

Initial setup takes seconds but you also need to be aware of the more intricate aspects of the integration to ensure you're getting the most out of it.

Step By Step Setup of The Xero Integration

Step 1. Go to Settings > Integrations > Xero



Step 2. Ensure you have 2FA enabled.

You now need to have the 2FA feature enabled in your team settings to set up the Xero integration. If you already have this enabled you should be able to see the option to toggle on the Xero integration, so you can skip to Step 3, however if you do not have 2FA enabled yet, you will need to set this up before you can go any further.

To do this, head to Settings > Team and you will need to click the 'edit' button on your team members and then scroll down to the 'Two Factor Authentication' option and toggle this on.

You can then enter their mobile number and then save the settings by clicking 'Update user'.
You now have 2FA set up so you can continue to step 3.


Step 3. Switch on using the toggle

Step 4. Connect to Xero

You will be prompted to login to Xero.

Step 5. Filling out the Integration Fields

You will be re-directed back to your Xero page within GoProposal. Please make sure you fill out all of the fields on this page.


Integration Fields Explained

Monthly, One-off and Annualised Invoice References

Specify the reference for monthly invoices that are generated through GoProposal for your clients, for example.. Proposal MAP4652.

You can also do this for annualised and one-off invoice references.



How To Show Line Item Pricing

Specify whether you would like to show a breakdown of individual line item costs on your invoices, a total, or match the fee display for the proposal itself.



Default Account Codes

Specify the default Xero account code you would like to track your proposal revenue against.

Specify the default Xero account code you would like to track alignment fee revenue against.

TIP: You can override the default codes within the integrations tab for individual line items, if you'd like to track certain services against different codes.

Tax

You can specify the tax you want to pass through Xero by setting up your tax rates within your pricing settings.

Branding Themes

Decide which of your Xero branding themes you'd like to use for your monthly, one-off and annualised invoices.


Status

Choose whether you would like invoices to remain in draft for you to approve or to go straight through to approved status.

Invoice Date

Specify which day of the month invoices should be set to.


Invoice Due Date

Dictate how many days of the month after the invoice date it should be due.


Auto Invoicing

By default invoices are sent over to Xero once, meaning you will want to go into Xero to mark invoices as recurring.

To reduce the amount of admin time your team need to spend managing invoices, enable Auto-Invoicing to allow GoProposal to send invoices over to Xero each month.

Click here to understand more on how to set this up.

Congratulations! You're all done.

When your client signs their engagement letter the invoices will be generated for you automatically in Xero.

If you have opted to use auto-invoicing, you will also be able to manage these from a separate invoices dashboard within 'all repeating'.

Need further support? Contact SupportGoProposal@sage.com

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