Getting Started with Xero

First, navigate to My Profile to ensure you have the required access permissions

You will need the "Can manage Integrations" permission

Now go to Settings > Organisation in the top right menu

Click Edit Details to edit your Organisation Settings:

Towards the bottom of settings, is Xero Integration. Click on the link to connect to Xero.

You will be taken to Xero where you can select an organisation to connect to.

You will then be directed back to your organisation settings, where you can test the connection, or disconnect.

Once you are connected, Milestones will automatically be sent to Xero as bills.

You can control which Xero account code is used for the published bills.

If you use Funding Categories, we can make options for them under a specific Tracking Category in Xero. This way Milestones can be tracked per category in Xero.

Next, you can choose when a Xero Bill should be published.

Finally, enter an email address for sync errors.

Sometimes a bill cannot be published. For example, the Bill date will usually be set to the contract start date. If this date is inside the locked period at Xero, the bill will not sync and an error will be sent to the sync error email address. The email will include a link allowing you to inspect the milestone and manually retry the sync. You can also choose a different date for the bill when you manually sync the milestone.