Account Mapping and Sending Bills to Xero

Introduction

This article will assume that you have already connected your Xero Organisation. Click here to learn about connecting your Xero Organisation.

You should also know about allocating your Bills to your Jobs. Click here to learn about allocating Bills to jobs.

The easiest way to ensure that all your Bills are mapped to the correct Xero Account is to set defaults for each Job (and if necessary, subheading). Click here to learn how to setup default Xero Accounts.

Bills can be sent directly to Xero with the click of a button and require no further mapping within Xero.

Xero simply becomes where you approve the invoices for actual payment. All back costing to the job is done within Builda Price Job Tracking, greatly simplifying the process of tracking your costs.

Xero Account Mapping

While it might be quickest to use the default Xero accounts set you've set up for your jobs/subheadings, it is sometimes necessary to map individual invoice invoices/items to specific Xero accounts.

There are two ways to do this:

1.  When allocating one or more bills/items, you have the opportunity to override the default Xero account. Click here to learn about allocating Bills.

2.  While editing a Bill, you can pick a different Xero account for each item.

Sending Invoices to Xero

There are two options for sending a Bill to Xero.

1.  On the main Bills page clicking on an invoice will select that invoice or click Select All (if all the invoices on your page are ready to be approved). Select Actions at the top to choose Send to Xero.

 Once sent simply go to Xero and, with the invoice now pre-mapped to the correct accounting code, you can click Approve.

2.  If you are allocating one or more Bills, under the Actions button, select Allocate (Manually). You can choose to Allocate, Accept, and Send to Xero all in one go.