Xero integration
For admins and implementers who are connecting a Xero organisation to Supply Lens. You'll go from deciding what should reach your ledger, through connecting Xero and choosing each setting, to testing with your accountant, going live and fixing the problems you're most likely to meet.
Best taken afterConnecting your systems
Earn a certificate. Complete every lesson and pass all 4 module quizzes (pass mark 80%).
Sign in to take partCourse modules
Module 1
Plan and connect Xero
What Supply Lens can post to Xero, what to agree before you start, and how to connect and route Documents.
- Why connect Xero to Supply LensWhat a Xero Integration can post to your ledger, what it can read back, and where it sits alongside your other systems. 6 min
- Before you startThe access you need, the decisions to agree with your finance team, and a checklist of the Xero details to collect before you open Supply Lens. 7 min
- Connect XeroCreate the Xero Integration, find your way around its tile, and choose how often it runs. 6 min
- Add configurations and MappingsTell the Xero Integration which records to send or receive, then create the Mappings that route Documents to it. 7 min
- Module quizCheck your understanding of this module.
Module 2
Sales invoices and credit notes
Settings grouped by decision for how sales invoices, payments and credit notes land in Xero.
- Invoice header: numbers, contacts, dates and statusDecide how each Xero invoice is numbered and referenced, who it's addressed to, which dates it carries, and what state it arrives in. 8 min
- Invoice lines: account codes, items, tax and trackingDecide which account each kind of line posts to, whether lines link to Xero Items, how tax is set and how lines are tracked. 8 min
- Payments and credit notesDecide whether Supply Lens records payments against invoices, which bank account they land in, and how credit notes and refunds are created. 7 min
- Module quizCheck your understanding of this module.
Module 3
Purchasing, journals and importing from Xero
Purchase orders, supplier bills, manual journals, bank transactions, statements and reading invoices back out of Xero.
- Purchase orders and supplier billsDecide how purchase orders are numbered and approved in Xero, and how supplier bills are coded, converted and matched to suppliers. 8 min
- Manual journals, bank transactions and statementsHow Supply Lens posts manual journals, bank transactions and statement-style records to Xero, and the settings that decide their accounts. 8 min
- Importing invoices from XeroUse the Xero Invoice configuration's receive settings to read invoices out of Xero, and choose which ones Supply Lens picks up. 6 min
- Module quizCheck your understanding of this module.
Module 4
Test, go live and troubleshoot
Prove the postings with your finance team, switch on the schedule and fix common problems.
- Test and go liveProve each posting with your finance team using drafts and manual runs, then switch on the schedule and approved statuses with confidence. 8 min
- Troubleshoot your Xero integrationA routine for finding out why something didn't reach Xero or posted wrongly, and fixes for the problems you're most likely to meet. 8 min
- Module quizCheck your understanding of this module.