Video: Setting up to share Invoices with Xero
Learn how to set up and configure the connection between Abtrac and Xero. This video covers authorising the connection, configuring invoice sharing and contact matching preferences, setting up tax and GL account codes, and mapping tracking categories. It also explains advanced account code mapping for offices, departments, job types, tasks and disbursement types. This is the initial setup guide; for day-to-day instructions on uploading invoices and synchronising payments, see our separate Sharing Invoices and Payments with Xero video.