Xero - Setup - Business Units
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This article provides an overview of how to integrate and configure Xero for the Business Unit.
- Enable Xero for Corporate Defaults
- Integrating Xero with Business Unit (or Franchises)
- Setup Xero Business Unit Defaults
- Connect/Disconnect From Xero
- Setup Xero with Business Unit with Taxes (Canada)
Enable Xero for Corporate Defaults
This will allow Xero to define settings across all the Business Units within Corporate. It will allow certain information or fields to be sent over to Xero.
To enable Xero for Corporate Defaults:
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Navigate to Setup
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Select Prices & Finances
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Under the Payment Methods and Taxes, Click the Accounting Defaults
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There is also a background setting to send over the Account Name instead of the Address Title in the first line of the address.
Note:
- Corporate defaults are being set up for both Quickbooks and Xero integration and in part can be modified on the franchise level
- Income Default Allocation is visible only when at least one service type has deposits enabled.
- Attention To is visible only when Xero is enabled.
Integrating Xero with Business Unit (or Franchises)
To configure the integration between Xero and Business Unit:
Corporate Setup
Enable Xero corporately(as the steps mentioned above) and set the current franchise to be integrated with Xero. All franchises are opted out of using any accounting integration by default.
Franchise Setup
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Once Configured corporately, Xero integration options will be available for access in:
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Navigate to Business Unit
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Under the Accounting Settings
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Chart Of Accounts
COA has to be first configured corporately. COA cannot be modified on the franchise level. Please refer to this link here.
Note: An account will show up in the franchise COA only if it has been assigned to a service item, and has not been excluded. Please, refer to this link here.
Setup Xero Business Unit Defaults
This section provides an overview of how to configure Xero for Business Unit defaults. This can be used to modify the given Business Unit.
Integration Setup:
Integration setup allows modifying franchise default configuration, connect and disconnect to Xero.
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A deposit account is for payments - type Bank in the COA.
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Income account is for prepayments (deposits) - type Income in the COA.
Connect/Disconnect From Xero
This section provides an overview of how to connect and disconnect from Xero.
Integration Setup:
Integration setup allows modifying franchise default configuration, connect and disconnect to Xero.
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A deposit account is for payments - type Bank in the COA.
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Income account is for prepayments (deposits) - type Income in the COA.
Setup Xero with Business Unit with Taxes (Canada)
This section for Canadian users provides a single tax code for each province or territory. The tax rates are configured based on the Xero default tax rates.
Business Unit Taxes
Note: The Xero Taxes section is visible only for Canadian Franchises that have Xero enabled.
To configured Tax Type, with the province/territory code in parentheses:
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Clicking on the Fetch Xero Tax Rates link will fetch and display the tax rates from Xero.
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Contact the Vonigo Customer Success Team to change the configured Tax Type
