Xero

The Xero Integration creates draft invoices in Xero using the data from your daily cashups.

Requirements

• OneTap POS
• Appropo API installed and running
• Sales Import enabled in OneTap

What does the integration do?

Invoices are created at 5:00am NZST for the previous day. Multiple cashups (e.g. for separate tills) are combined into one invoice. If no cashups are found, we will retry a few more times over the next few days.

Connecting Xero

1. Find the Xero Integration under Settings
2. Click “Connect to Xero”
3. Select an Organisation (if you have multiple)
4. Accept the connection
5. Click ‘Configure’ on your Store
6. Select the Xero Organisation
7. Click ‘Next’
8. Select a Xero Contact — they will be the target of invoices
9. Click ‘Save’

Customising Account Mappings

1. Find the Xero Integration under Settings
2. Click ‘Account Mapping’ in the top right
3. Add the Xero Account (GL) codes to each line
4. Remove any lines you don’t want

FAQ

How do I ignore a line on the Cashup, e.g. Tender - Amount - Cash?

Add an Account Mapping for the cashup line name (e.g. Tender - Amount - Cash) and set the Account Code to 0.

Can each store have its own Account Mappings?

Yes — use the ‘Configure’ link on each store to add store-specific mappings.

Can I connect multiple Xero Organisations?

Each store location can be connected to one Xero Organisation.

How do I remove the Xero integration for a store?

Configure the store and unselect the Xero Organisation.

How do I remove the Xero integration completely?

Click the Xero Organisation at the bottom of the screen and accept the popup. You can also remove the connection from within Xero under Connected Accounts.

Account Reference