Edition: Professional, Business, Enterprise
User-level: Director, Assistant Administrators, System Administrators
Previous steps: N/A
Requirements: Xero company file access level of Standard or Adviser
Configure the available setting options to customise how invoices, credit notes, bills, and staff expenses are synced from Synergy to Xero using Xero Connect.
General settings
The Export from date in the General settings is used to set the date range for data synced between Synergy and Xero.
Invoice settings
Invoice settings are used to customise the information shown on invoices and credit notes, such as invoice text, invoice reference, and inventory items.
Filters allow you to limit which invoices and credit notes will be synced to Xero.
Account code mappings determine which revenue accounts your Synergy invoices and credit notes will be allocated to in Xero.
A fixed revenue account is the default option with the option to select either cost centre or discipline as alternatives.
Payment settings
Payment settings control if invoice payments are imported from Xero into Synergy, or exported from Synergy to Xero. Import payments is the default setting.
Tracking categories
Map the Synergy data that will be sent for each of your Xero tracking category reporting options. The default option is None with other fields available from the drop-down list.
Bill settings
Bills settings are used to customise which information is shown on purchases, such as the bill note, bill line description, and inventory items.
Filters allow you to limit which bills will be synced to Xero based on cost centre or discipline.
Account code mappings determine which expense or cost of goods sold accounts your Synergy bills will be allocated to in Xero.
A fixed cost of goods sold account is used as the default, with the option to select expense type as an alternative.
Staff expense settings
Staff expense settings are used to customise the information displayed on staff purchases in Xero, such as the staff expense note, and other details from the staff cash or travel expense entry.
Filters allow you to limit which staff expenses will be synced to Xero.
Account code mappings determine which expense or cost of goods sold accounts your Synergy staff expenses will be allocated to in Xero.
A fixed expense account is used as the default, with the option to select expense type as an alternative.
Tax settings
Tax settings map Synergy tax codes to Xero tax code options for invoices and expenses. These are set by default for each region.
This article describes the default Xero Connect settings
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What other features does this relate to?