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.
Xero Integration Setup
Step By Step Setup of The Xero Integration
Step 1. Go to Settings > Integrations > Xero
Step 2. Switch on using the toggle
Step 3. Connect to Xero
You will be prompted to login to Xero.
Step 4. 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.
You can specify the tax you want to pass through Xero by setting up your tax rates within your pricing settings.
Decide which of your Xero branding themes you'd like to use for your monthly, one-off and annualised invoices.
Choose whether you would like invoices to remain in draft for you to approve or to go straight through to approved status.
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.
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 and appear on your proposal dashboard
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
Learn more about other features of the Xero integration.