This video walks through the one-off setup and configuration of the connection between Abtrac and Xero. It covers authorising the connection, configuring invoice sharing preferences, setting up contact matching, tax codes and general ledger (GL) account codes, and mapping tracking categories. These settings establish how information is transferred between the two systems.
In this video, we cover how to:
- Understand the different ways Abtrac and Xero can work together
- Create and authorise a Xero connection in Abtrac
- Configure invoice sharing preferences and invoice statuses
- Set up contact matching rules and automatic contact creation
- Choose which information is transferred to Xero’s invoice reference field
- Configure default tax codes and general ledger (GL) account codes
- Link Abtrac invoice settings and offices to Xero account codes
- Update historic invoice data with new coding rules
- Configure Xero tracking categories and map them to Abtrac fields
- Set up advanced GL account code mapping for disbursement types, offices, job types, departments and tasks
Next step: Sharing invoices and payments
Once your Xero connection has been set up, watch our Sharing Invoices and Payments with Xero video for instructions on the day-to-day process of uploading invoices to Xero, managing invoice batches and synchronising payment information back into Abtrac.
View the video on – Sharing Invoices to Xero and Syncing Payments from Xero here
Abtrac KB# 2227/ AV # 0049