How It Works

Assign Xero Accounts to individual items and categories allowing you to break down sales and expenses within Xero.


When an sales data 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

Customise the revenue account used when sales data is 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 Sales Account
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the item


To remove delete the attribute from the item.


Categories

  1. Navigate to Items\Categories and find your category
  2. Navigate to the Xero Tab and Click Edit
  3. Adjust the Accounts from the drop downs
  4. You can Click on the buttons for Main & Sub Group if your category has them
  5. Click Save


To remove the custom account, select the NONE option from the drop down list and click Save.





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