Version 2.09.629 and above has a number of Xero changes aimed to improve workflow, data effiicency, and reporting.


Please confirm your integration settings after updating.


COGS Customer Orders

COGS for customer orders are now adjusted on the batch instead of the purchase order.


COGS adjustments now use the tax type of none (NO TAX/BAS EXCLUDED)


Purchase Order Upload

Lines are summerised by inventory account instead of uploading each line.


Unit Sales

Units are no longer summerised on the batch, each unit will have its own line for sales and COGS adjustment. 


Floorplan

New accounts for floorplan liability and floorplan stock. 


Front/Back Tracking Cat 2

New tracking category option for Front/Back splits sales and purchases between your Front (New & Used Departments), and Back (All other departments: Parts, Workshop, Shop Sales).



Setup floorplan liability account

This enables you to upload floorplan trust receipts and track your floorplan position in Xero. 

To set this up, you will need add some new accounts, and create an opening balance journal to set your current floorplan stock valuation and liability.


  1. Create new Xero account
    1. Current Asset for Stock On Hand New Units Floorplan
    2. Current Liability for Floorplan Liability
  2. Set these accounts in your Xero Integration Settings
  3. In EVOPOS report on your floorplan units to get your total floorplan liability
  4. In Xero create a journal increasing your floorplan liability against your Stock On Hand New Units Floorplan