Xero Overview

Xero Overview

´╗┐Xero is an online accounting package including everything you need to run the accounts side of your business from invoices to bank reconciliation.

If you have a Xero account you can set it up so that Xploite can post invoices directly into Xero, saving you having to enter them in 2 different systems.

All you need to do is go to "Setup > Xero" and click on the "Connect to Xero" button. The system will send you over to the Xero website to login and authorise Xploite to have access to your account. You will then be sent back to Xploite.

Once you have authorised your Xero account you must tell Xploite which account code to post your invoices against.

You must do this for every business you use Xploite for.
    • Related Articles

    • Invoices Overview

      To invoice a customer (organisation) you must first create a sales order. Once the sales order is created, view it and click on the "Create Invoice" link in the actions box. This link will only be visible if you have assigned a contact (person) to ...
    • Warehouses Overview

      You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...
    • Products Overview

      If you sell things, the chances are you will want to set them up as products. To add products, you have the following options on the "Products" page: Click on the "+Add Product" button to add one manually Click on the "Import" button and select ...
    • Regions Overview

      When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...
    • People Overview

      People are all the people or contacts that you deal with. People have to be assigned to organisations. To add a person click on the + button at the top right. Avatars By default the system uses Gravatar's but you can override that by uploading an ...