Xero: Setting Up Your Integration
The Matters.Cloud + Xero integration is available to all Xero subscribers and allows users to:
- Export Clients from Matters.Cloud to create Customers in Xero.
- Export Matters from Matters.Cloud to create Tracking Categories in Xero.
- Export Invoices and Credit Notes from Matters.Cloud to create Invoices in Xero.
- Import Invoice Payments from Xero to create Invoice Payments in Matters.Cloud.
- Import Bills to Pay from Xero to create Disbursements in Matters.Cloud.
Connecting Matters.Cloud with Xero
Step 1: Access The Integrations Portal
The integrations portal allows you to configure integrations with common cloud-based platform
To accss the portal simply select Setup > Integrations and locate the following tile:
Step 3: Configure Xero Accounts
Before you start publishing Invoices / Credit notes to Xero it is necessary to configure default Accounts for Fees and Expense line items with Xero.
From the Integrations page click the Settings button on the Xero tile.
Select a Xero fees account and Xero expenses account and click the Submit button.
Step 4: Configure Tax Type Mapping
In order to enable publishing of Invoices within Matters.Cloud it is necessary to configure mapping between Tax Rates within Matters.Cloud to Tax Types within Xero.
To configure the mapping simply select Setup > Invoicing > Tax Types.
Select the Tax type you want to create a mapping for and open it for editing by clicking on the Tax type Name.
Select the Tax rate you want to map to Xero and click the Edit button.
Select a Xero Tax Type and click the Submit button.
Setting Up Your Initial Data
Please refer to the following knowledge base article:
Futher information on using Xero is available from the Xero Central Support Site:
Xero: Setting Up Your Initial Data
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