Sync Matrix for Xero
| General |
|
| Chart of Accounts/Sub-accounts |
2-way |
| Departments |
2-way |
| Locations |
2-way |
| Classes |
NA |
| Employees |
NA |
| Project/Jobs |
NA |
| Bank Account Balance |
1-way to Bill Manager |
| Payables |
|
| Vendors |
2-way |
| Unpaid Bills |
2-way* |
| Partially or Fully Paid Bills |
1-way from Bill Manager |
| AP Bill Payments |
1-way from Bill Manager |
| Unapplied Vendor Credits |
2-way* |
| Partially or Fully Applied Vendor Credits |
1-way from Bill Manager |
| AP Funds Transfers |
1-way from Bill Manager |
| Voids |
1-way from Bill Manager |
| Bill attachments |
NA |
| Receivables |
|
| Customers/Sub-customers |
2-way |
| Items |
2-way |
| Unpaid Invoices |
2-way |
| Partially or Fully Paid Invoices |
1-way from Bill Manager |
| Sales Tax |
1-way to Bill Manager |
| AR Payments |
1-way from Bill Manager |
| Credit Memos |
NA |
| AR Funds Transfers |
1-way from Bill Manager |
| Voids |
1-way from Bill Manager |
| Other |
|
| Auto Sync |
Yes |
| Books Closed Date |
1-way to Bill Manager |
| Link to view bill/invoice in Bill.com |
Yes |
*Option for 1-way sync also available (See Resources below)