Setting up connection<\/strong><\/span> Using the integration<\/strong><\/span> Once established the link enables you to import & export customers as well as synchronising your sales invoices to Xero, ready for credit control.<\/p>\n <\/a>Establishing the Link to Xero<\/strong><\/p>\n <\/a>Vat Rates<\/strong><\/p>\n For each VAT rate you have created on ServiceSight (How to create & edit VAT rates<\/a>) you will need to match it to its corresponding partner in Xero. For example, if you have created a 20% rate and a 5% rate in ServiceSight then you will need to select a 20% & 5% rate in Xero.<\/p>\n Select the Xero VAT rate from the drop-down list to match up the rates in ServiceSight. Note that you only need to match those rates that are in use on your sales invoices.<\/p>\n <\/a>Customers Tax Codes<\/strong><\/p>\n Each of your Customer tax codes will need to be mapped to the Xero customer tax codes. Note that the system will attempt to match them up for you but you will need to check them and re-select when necessary.<\/p>\n <\/a>Default Accounts<\/strong><\/p>\n Here you can specify what nominal code in Xero is to be used for sales revenue & which code for suspense postings. Note that the system will attempt to map these for you. Account 200 will be selected for Sales & account 850 for Suspense. These can be changed here if needed. Note that when saved the sales account will be used on all Job types & Material types as the sales code. These can be then be updated to a variety of nominal code if desired.<\/p>\n <\/a>Syncing Customers with Xero<\/strong><\/p>\n <\/a>Synchronising Invoices with Xero<\/strong><\/p>\n <\/a>Data flow between ServiceSight & Xero<\/strong><\/p>\n Communication between ServiceSight & Xero is not only smooth but two-way. Customers, Contacts and Payments are synchronised ensuring no double entry is required and neither system gets out of date. Any Invoices raised in ServiceSight are passed seamlessly to your customer accounts in Xero with the correct nominal analysis achieved through your very own Chart of Accounts.<\/p>\n <\/a>How to disconnect from Xero<\/strong><\/p>\n Sometimes you may want to disconnect your Xero connection from ServiceSight or link to a different Xero company. To link to a different company disconnect and follow the setup process again.<\/p>\n <\/a>FAQ’s!<\/strong><\/p>\n In ServiceSight its very easy for your check if every Sales Invoice has synced to Xero. Open the Invoices list from the menu and you will see a Xero logo button against each invoice. Clicking here will open your Xero company and display that same invoice for checking. You can also link back the other way \u2013 from Xero to ServiceSight for ultimate peace of mind.<\/p>\n The data sync occurs whenever you want it to and is under your manual control so you can run it as little or as often as needed. We are planning on adding automation to this feature shortly.<\/p>\n Yes, once connected you will need to configure your VAT & tax information as well as select some nominal codes to be used for reporting your revenue from Sales Invoices.<\/p>\n Yes, you would need to Disconnect<\/a> from the company you are currently linked to and follow the Connection<\/a> process again.<\/p>\n Yes, payments are synced automatically when you do a ‘Sync accounts<\/a>‘ and the outstanding balance on the invoice in ServiceSight will update.<\/p>\n If you have any further queries or still require assistance please contact our support team!<\/p>\n
\n– Setting up connection<\/a>
\n – VAT Rates<\/a>
\n – Customer tax codes<\/a>
\n – Default accounts<\/a><\/p>\n
\n– Syncing customers<\/a>
\n – Syncing invoices<\/a>
\n – Data Flow<\/a>
\n – How to disconnect<\/a>
\n – FAQ’s<\/a><\/p>\n\n
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