Sign over Xero.com
Fill up the required information to sign up
Now when you login, you must add an organization.
Place the asked information within Xero to add your business
Now you enter that business page and goto ACCOUNTING > CHART OF ACCOUNTS
Chart of accounts is the place where you create accounts for Accounting Values the flavor sends. FLAVOR sends Sales data, Deferred Income, Deposits and accordingly must have the CHART OF ACCOUNTS created in Xero SYSTEM and keep in mind the codes.
Also, check the enable payments to this account option.
Now go to app.flavorcrm.com, login there and go to Settings.
Here, click on System and then click on Set Up Integration button in Payment Integration section.
In this window, scroll down to Xero section and enable this section if needed. After that, click on Connect to Xero button.
In this window, again click on Connect to Xero button.
You will redirected login to Xero page and then asked to give access to Xero.
Now you will see the subsidiaries dropdown you have updated in FLAVOR CRM will show up and to connect the subsidiary with Xero you will have to select the subsidiary from dropdown.
After selecting a subsidiary, a form comes within which you are shown what fees Flavor System accepts and you can add here to what CHART OF ACCOUNTS the fee data must go to. Here you must get in touch with your Accountant to make sure they are configured properly and then click on Save button.
Now, when you go to Invoices module make sure that you login via the organization account to which data must be passed.
- For Invoices, click on Payment on the left menu.
- Then click on actions (3 vertical dots) of a invoice row.
- In this dropdown, click on Xero Sync.
For bulk sync:
- Go to Invoices by clicking on Payment on the left menu.
- Select the Invoices.
- Select Bulk actions (3 vertical dots) and
- Click on Xero sync.
When Xero sync is clicked, a confirmation pop up will appear. Click on OK button, then the invoices will get synced.
After successful sync, it will give a notification message.
In the Xero account, the invoices will get synced and be shown in the listing.