Xero

Integration with Xero is quite straightforward. You need to first connect to Xero using a username and password that has full access to your Xero account. You many need to choose the correct company also from the login screen that Xero will show you when you try and connect the two systems.

Once connected, you need to map the relevant parts of FT to your Xero COA numbers. If the mapping, Bank Accounts, Deposit Account and Tax are not mapped correctly, then Invoices will not be sent to Xero. You can always contact us for further help in the mapping.

Please note, that by default when initially connected, you are will be limited to the creation of one Deposit Invoice and one Final Invoice per event.  The advantage of this is you can Refresh the Invoice in FT, even if payments have been made and it will also update the Xero invoice.   If you wish to create multiple invoices, then turn on the Xero connection option "Allow Creation Of Multiple Invoices ?".   This will allow you to create multiple invoices, but once a payment has been made against the invoice, in a similar way to how Xero works you can no longer refresh it.

If you make a payment in Xero and the Invoice is 14 or less days old, the payment made in Xero will sync back to FT automatically after about 15 minutes. You can always though run a manual sync from FT to update payments that may have been made in Xero. To do this, from within FT go to the event in question and click on the Refresh Icon next to the Invoice / Deposit payments text, this will then sync the payments with Xero for the Invoice.  There is also a bulk manual sync option found under Side Menu > Admin > Third Party Integrations > Xero > Synchronize Payment.