Sync with Xero: At a glance

The sync with Xero eliminates double data entry by automatically sending all information to Bill Manager from Xero, and sending back payments made/received in Bill Manager.

Here's how sync can enable seamless integration of payments with Payables and Receivables workflow:

By default, the sync runs automatically once a day. A sync can also be triggered manually at any time.

The following image shows what objects sync and in which direction.

Things to Know

• All payments must be made/recorded in Bill Manager. If making or receiving payments outside of Bill Manager, remember to return to Bill Manager and mark the bill/invoice as paid.
• Only unpaid invoices in Xero will sync to Bill Manager. Draft, partially and fully paid bills/invoices won't sync to Bill Manager.
• Bill Manager doesn't sync file attachments to/from Xero
• While Items are a two-way sync, Sales Tax is still one way from Xero to Bill Manager
• All unpaid bills and invoices from Bill Manager sync to Xero as Awaiting Payment
• $0 bills will sync from Bill Manager to Xero as Paid
• AR payments in Bill Manager will only sync to Xero if applied to an invoice; overpayments/unapplied payments won't sync to Xero
• When initially creating locations and departments, those will sync from Xero to Bill Manager and/or Bill Manager to Xero. Updates to these items will only sync from Xero to Bill Manager. Deletions made to these items, however, won't sync in either direction, they must be deleted manually in both systems. Xero suggests a maximum of 100 options for each tracking category to avoid sync errors.
• If using approvals in Xero, once a bill is approved in Xero it can't be deleted, it can only be voided. Voiding an approved bill in Xero won't sync to Bill Manager. The bill will need to be manually deleted in Bill Manager.