Webinar: September 2026 – Abtrac + Xero Setup and Invoice sharing

Date: Monday, 21st September

This 30-minute on-demand webinar covers how to set up and use the Abtrac + Xero connection.

We’ll look at the settings that control how Abtrac shares client information and invoices with Xero, including contact matching, tax and account codes, tracking categories and invoice references. We’ll also cover sharing invoices, troubleshooting errors, editing shared invoices and syncing invoice payments back from Xero.

This session is aimed at directors, administrators, finance teams and anyone responsible for managing the Abtrac + Xero connection.

In this session we’ll cover:

• Setting up the Abtrac + Xero connection [20 minutes]
  • Understanding how Abtrac and Xero work together
  • Setting up the rules for matching and creating Xero contacts
  • Choosing which Abtrac information is shared as the Xero invoice reference
  • Configuring tax codes, account codes and invoice settings for Xero
  • Setting up Xero Tracking Categories, and advanced account code mapping

• Using the Abtrac + Xero connection [10 minutes]
  • Understanding how the connection works
  • Sharing invoices to Xero
  • Troubleshooting sharing errors
  • Editing shared invoices
  • Syncing invoice payments from Xero

_{Abtrac KB# 2286 | AV# 0046}