The Xero Integration

Setting up credit card syncing between orgs

Step 1: Organisations > Integrations > Xero > Setup select credit card loan company.

Step 2: Ensure there is an account that has the ‘inter entity loan from’ set as the same as the ‘credit card loan company’.

Step 3: In the organisation that is the credit card loan company, ensure there is an account marked as ‘is external credit card account’.

Step 4: In the organisation that is the credit card loan company, ensure there is an account marked as ‘inter entity loan to’ to the organisation that you are setting up.

Step 5: In the company taking on the loan, ensure that you have either a supplier or a client that is linked to the ‘credit card loan company’. These can be linked by ensuring that you have a supplier or client where the ABNs match the credit card loan company.

Equipment Type Groups

Step 1: In Xero, ensure fixed assets have a start date (May take upto 20 mins to take effect).

Step 2: In theBOSSapp, use button to import from another org.