Odoo - XERO Accounting Integration
Business organisations uses different software specifically to different department activities eg : XERO Accounting system is used to keep online records of Invoices and its payment.
Pragmatic Techsoft Pvt. Ltd. developed a new module to sync. Invoices and payments between Odoo openERP and XERO Accounting system. This synchronisation can be triggered on schedule frequency. This module keeps validation on the accounts to be hit for Income/ Sales Account also for Payments. Similarly, Invoices get reconciled against payments imported from XERO.
Features of XERO Accounting Integration
Mapping Settings
- Chart Of Accounts:
Code given to Accounts created in Odoo and corresponding accounts in Xero accounting should be same - Suppliers :
Select menu Accounting -> Suppliers -> Suppliers
Select supplier and Sales & Purchase tab on supplier page
In field : “Xero Reference” , select value of the corresponding field : “Account Number” in Xero Accounting (Contact -> Suppliers -> Supplier -> Contact Details -> Account Number)
Follow same procedure for Customers - Products:
Select menu Warehouse -> Products -> Products
Select product and Information tab on products page
In field : “Internal Reference” , select value of the corresponding field : “Item Code” in Xero Accounting ( Accounts -> Inventory -> Item Code)
Export Transactions
- Export Invoices:
Select menu Accounting -> Xero Accounting -> Import Export
Click on Export Invoice button, then click on add item
Select invoices to be exported
Click on Export Invoice button - Result of above steps is selected invoices are now in Xero Accounting
(To view exported invoices, select menu Accounts -> Sales -> Invoices in Xero accounting)
Products and customers/suppliers associated with Invoices are also exported to Xero accounting
Using export invoice functionality both Sales Invoices and Purchase Invoices can be exported
Export Purchase Orders
- Select menu Accounting -> Xero Accounting -> Import Export
Click on Export Purchases button, then click on add item
Select Purchase Orders to be exported
Click on Export Purchase Orders button - Result of above steps is selected Purchase Orders are now in Xero Accounting
(To view exported Purchase Orders, select menu Accounts -> Purchases -> Purchase Order in Xero accounting)
Products and suppliers associated with Purchase Orders are also exported to Xero accounting
Import Transactions
- Select menu Accounting -> Xero Accounting - > Import Export
Click on Import Payments button - On successful import Message “All payments are imported” will be displayed
Import payment functionality import payments received from customers as well as payments paid to suppliers
Notification
- Customer creation notification:
Email notification sent as per email settings configured in Odoo, when new customer is created