Xero

Before you start If you haven’t used the accounts link before you might need to check or configure your invoice...

AbtracOnLine links to Xero directly via the Xero API. You can set up the link between Abtrac and Xero in less than 10...

If you are sending out statements from Xero using a Standard Xero invoice template, this statement will link to a Xero copy of your Abtrac invoice. You can disable this feature in Xero, so that the only invoice your client sees is their Abtrac invoice.

Assigning General Ledger (GL) codes from your Accounting codes to Abtrac invoices and their individual lines. Users can customise GL codes for invoice lines in the "Create/Edit Invoice Line" box and assign default codes based on office, department, job type, or task. These codes link Abtrac to accounting software, like MYOB or Xero, ensuring accurate categorisation for sales or income.

There can be minor discrepancies—often just a few cents—that can arise between invoices generated in Abtrac and those uploaded to Xero. This is due to how amounts are rounded and tax is calculated in both systems. You can review and adjust your invoices uploaded to Xero to ensure your invoice amounts are consistent.