Xero Invoice and Payment Settings

Learn how to use each of the settings that control how Invoices, Credit Notes, and Payments are sent to Xero when running the Synergy Xero Connect sync. NEW 4.8.5

ClosedGetting Started
Setup required before use Who Can Use It? Where Is It?

Enter Contact Card ID's

System Settings > Contact Card ID

Discipline Account Codes

Cost Centre Account Codes

Administrator

System Administrator

Connect > Xero Connect > Run Connect > Invoices Settings

What are Xero Invoice and Payment Settings?

Xero Connect will transfer any Invoices, Credit Notes, and Payments from Synergy to Xero. The credit notes include a credit for any cancelled invoices in Synergy. Payments entered in Xero can also be imported to Synergy.

Use the Xero Connect Invoice Settings to select which Xero Account Code, Inventory Item, and Item Description will be shown for each row of the invoice or credit note transferred from Synergy. Use the reference setting to display on the invoice/credit the Project Client Reference Number, Project Number, or the Invoice Note Text.

Use the invoice filter options to control if all available invoice and credit notes will be sent in the sync, or if only invoices for a certain project manager or office location will be included in this Xero Connect sync run.

Why use Xero Invoice and Payment Settings?

Control how invoices, credit notes, and payments from Synergy are transferred to Xero.

Actions available

ClosedExport Invoices and Credit Notes to Xero

Synergy Invoice and Credit Note details can be exported to Xero. Use the Invoice Settings screen to control the following options:

  1. Export Invoices and Credits - Enable this setting for the sync to Xero.

  2. Inventory Item - What Xero Inventory Item will be used for each invoice/credit row.
  3. Account Code - What Xero account the invoice/credit data will be transferred to in Xero.
  4. Invoice Line Description - What Description will be displayed on each invoice/credit line item in Xero.
  5. External Reference - Select if the Project Client Reference Number, Project Number, or the Invoice Note Text is exported to the Reference field in Xero.
  6. Invoice Note Text Line - Choose if an extra line should be added to the Xero invoice to display the Synergy Invoice Note Text.
  7. Exclude data from the sync - If filters need to be applied to limit what invoicing data is sent in the sync. i.e. Filter to only send data for a certain office location.
ClosedOption 1: Select to Export Invoices

Check the 'Export Invoices' box to have Invoice and Credit Note data sent in the Synergy Connect sync to Xero.

The other options are only required when this option is enabled, and invoices and credits will be sent to Xero.

ClosedOption 2: Select what will be used to create the Xero inventory items

In Xero a 'Inventory Item' can be entered on each row of an Invoice or Credit Note. This setting helps control what Inventory Items will be used for the data imported from Synergy. If required new Xero Inventory Items will be created in Xero as part of the sync. Xero Inventory Items can be found in Xero > Settings > Inventory Items.

Control what information the Xero Connect Wizard uses to create the Inventory Items in Xero. The Inventory Items also contain a link to the account code in Xero that the data will be linked to. The Account Code lets Synergy know which Revenue account to add the data to in Xero, and will be outlined further in Option 3.

The Inventory Item options are:

  1. None - No inventory item will be sent to Xero. The 'Item Code' field will be blank on the Invoices or Credit Notes created by Synergy within Xero.
  2. Project - This will transfer the Project Number to be the Xero 'Item Code', and the Project Title will appear as the 'Description' within Xero Inventory Items List. Use this option if you want to create the Inventory Items in Xero and have the Project Number shown as the Item Code on invoices and credit notes created by the Xero Connect interface.
  3. Discipline - Most Common - This will transfer the 'Code' entered against the Discipline in Synergy to be the Xero 'Item Code', and the Discipline Description will appear as the 'Description' for the Xero Inventory Item. The Discipline Code in Synergy will be shown as the 'Item Code' on the invoice and credit notes created by the Xero interface.
  4. Cost Centre - This will transfer the 'Code' entered against the Cost Centre in Synergy to be the Xero 'Item Code, and the Cost Centre Description will appear as the 'Description within Xero Inventory Items List. The Cost Centre Code in Synergy will be shown as the 'Item Code' on the invoice and credit notes created by the Xero Connect interface.
  5. Xero Item - This allows you to select an existing Xero Invoice Item to be used for transferring all invoice and credit notes to in Xero. This option would only be used if only one sales revenue account existed in Xero.

Tip: The inventory item description does not get displayed on the invoice/credit. The description is overwritten by the selection in "Option 4 - Select the Invoice/Credit Xero Line Description" below.

ClosedOption 3: Select what will be used to define the account code.

The Account Code is used to define which 'revenue account' the invoice/credit data will be transferred to in Xero. The default Xero setup has one Revenue Account with the Account Code #200. However you may have setup multiple revenue accounts in Xero, to track different revenue streams for different office locations or type of business. Use the account code setup to ensure that the different types of invoice and credit notes are attached to the correct revenue account in Xero.

Tips:

  • See which accounts exist within Xero > Settings > Chart of Accounts > Revenue Tab.
  • The account code setting selected must already exist in Xero before the sync can be completed.
ClosedThe following options are available for creating the account code:
Option Invoice Line Item Option Account Code Option What is it used for? Steps to use this setting

1

Discipline

From Item

Extract the account code from the Discipline attached to the Synergy Project/Sub Project. The Discipline 'Account Code' field will contain the Xero revenue account code.
  1. Select Discipline as the invoice line item.
  2. Select 'From Item' as the account code option.

2

Cost Centre

From Item

Extract the account code from the Cost Centre attached to the Synergy Project/Sub Project. The Cost Centre 'Account Code' field will contain the Xero revenue account code.
  1. Select Cost Centre as the inventory item.
  2. Select 'From Item' as the account code option.

3

Xero Item

From Item

The account code is used that is already attached to the Xero Inventory Item selected.

  1. Select 'Xero Item' as the inventory item.
  2. Select a Xero Inventory Item from the list.
  3. Select 'From Item' as the account code option.

4

Project

Always Generate

Allows the use of the custom account segment options.

Learn more about how to define the custom account segments below this table.
  1. Select Project as the Invoice Line Item.
  2. The Account code 'Generate' option is automatically selected.
  3. Click Edit, and setup the account segments to be used to map to a custom account code.

5

Discipline

Generate

Creates a custom account code using the account segments.

Learn more about how to define the custom account segments below this table.
  1. Select Discipline as the inventory item.
  2. Select 'Generate' as the account code option.
  3. Click Edit, and setup the account segments to be used to map to a custom account code.

6

Cost Centre

Generate

Creates a custom account code using account segments.

Learn more about how to define the custom account segments below this table.
  1. Select Cost Centre as the inventory item.
  2. Select 'Generate' as the account code option.
  3. Click Edit, and setup the account segments to be used to map to a custom account code.

7

Xero Item

Generate

Create a custom account code for an existing Xero Inventory Item. This option will create a new Xero Inventory Item, if one does not already exist with the custom account code created using the account segments.
  1. Select Xero Item as the inventory item.
  2. Select a Xero Inventory Item from the list.
  3. Select 'Generate' as the account code option.
  4. Click Edit, and setup the account segments to be used to map to a custom account code.

8

None

Not Required

If the 'None' option is chosen for the Inventory Item a custom account code must be defined using account segments.

Learn more about how to define the custom account segments below this table.
  1. Select None as the inventory item.
  2. Click Edit, and setup the account segments to be used to map to a custom account code.
ClosedGenerate - Custom Account Segment Options
ClosedExample 1 : Using a single account segment option

Setup the account segments to always send the invoice and credit revenue to the same Xero Revenue Account. This can be done using the 'Fixed Value' account segment option. The steps below would be required if you also wanted to display the 'Project Number' on each invoice/credit line item.

Step the fixed account code using a single segment by:

  1. Select 'Project' from the Inventory Item drop down.
  2. Define the Revenue Account to use in Xero. The default sales revenue account is #200 in Xero. To setup 200 to be the account segment option:
    1. Click the Edit button near the Account Code heading.
    2. Click New Segment .
    3. Select the Source of 'Fixed Value'.
    4. Enter the Xero Account Code of '200' into the 'Value' field.
    5. Save and Close on the New Segment window.
    6. Save and Close on the Xero Invoice Account window.
  3. The custom single account segment is shown as read only text next to the edit button. This let's you check the account code to be used when reviewing the settings in the Xero Connect Wizard.
ClosedExample 2: Combining multiple account segment options

A company has two directors, and requires to track the revenue for each director separately in Xero. Each of the directors works across the companies three business disciplines: Architecture, Landscape Design, and Interior Design. The revenue for each of the disciplines also needs to be tracked separately in Xero for each director. In Xero this is managed by creating a separate account code for each required Xero Inventory Item, and a separate Xero Sales Revenue Account (Bank Account) for each director/discipline.

The 'Inventory Item' of Discipline will be used, and the account segments are create to extra the account code for Xero from an alternate location.

A sample of these codes are shown below:

Director - Discipline Cost Centre Discipline Code Account Code
Director A      
Architecture A Arch A-Arch
Landscape Design A LS A-LS
Interior Design A ID A-ID
Director B      
Architecture B Arch B-Arch
Landscape Design B LS B-LS
Interior Design B ID B-ID
ClosedTo interface the invoices to Xero using the above format complete the following
  1. Select the Invoice Line Item of 'Discipline'.
  2. Select 'Generate' as the account code option.
  3. Click the Edit button to define the custom account code.
  4. Click New Segment .
  5. Select Source = Cost Centre, and check the required box. Save and Close .
  6. Click New Segment .
  7. Add Source = Fixed Segment, and enter the value as '-'. Save and Close .
  8. Click New Segment .
  9. Add Source = Discipline, and check the required box. Save and Close .
  10. The Xero Invoice Account Code will look as follows:

Click the image above to view multiple account code segments.

  1. If the Segments added do not appear in the correct order, use the Up or Down arrows to adjust the sequence.
  2. Save and Close .
  3. A sample of the account code is shown next to the Edit button in the account code area.

Tips:

  • At least one account segment must exist to map to a Xero Revenue Account. Otherwise the Connect Interface cannot be run for invoices and credits, and warnings to indicate this will be shown in the Connect Preview Window.
  • Set an alternate value in the account segment window, and this value will be used when there is no account code setup against the selected source.This is an option field, and can be left blank to prompt the entry of the account code segment against the selected source.
ClosedOption 4: Select the Invoice/Credit 'Xero Line Description'.

Choose what description will be shown on each Xero row added to an invoice or credit note.

The available options are:

  • ProjectClosedThis option will show the Project Title on each invoice row.
  • Sub Project - Most CommonClosedThis option will show the Sub Project Name on each invoice row.
  • DisciplineClosedThis option will show the Discipline description on each invoice row.
  • Cost CentreClosedThis option will show the Cost Centre description on each invoice row.
  • Sub Project NoteClosedThis option will show the Note entered on the Sub Project > General Tab on each invoice row. If the Sub Project Note field is blank the Project Name will be shown.
ClosedOption 5: Select a Reference Option

Choose what details will be shown in the 'Reference' field on the Xero invoice or credit note. The options available are:

  1. NoneClosedNo detail will be sent to Xero for the 'Reference' field on the invoice/credit.
  2. Client #ClosedThe 'client reference number' entered on the Project General tab will be sent to Xero. This field is commonly used to keep track of the external reference number that large corporations required on all invoice and credit documents.
  3. Invoice TextClosedThe text entered on the Synergy invoice/credit note will be sent to Xero to be shown in the 'Reference' field. Send this detail to Xero to make sure that both Synergy and Xero users see the same note that was sent to the client on the invoice/credit note.
  4. Project #ClosedThe Project Number will be shown in the 'Reference' field for each invoice or credit note.
ClosedOption 6: Display the invoice text as a $0 invoice line

Choose if the information typed into the 'invoice text' field on the Synergy invoice or credit note will be sent to Xero. If this box is checked the invoice text will be added to the Xero invoice as an additional invoice line . The line will be created with no item code, and a $0 value. The line will be shown at the top of the Xero invoice before the invoice lines with value. The invoice text is displayed in the 'description' field of the Xero invoice line.

If this box is unchecked then only the invoice lines with value are created in Xero.

Tip : If the 'Invoice Note' field is blank in Synergy, then the additional invoice line is not created within Xero.

ClosedOption 7: Add filters to limit what data is sent in the sync

Filters can be used to stop a selected group of invoices and credits from being sent to Xero.

For example: Stop all invoices from appearing in the Connect Preview Window for the 'Sydney' Office Location. This will stop the transfer of Sydney office invoices to Xero, and allow all other office locations data to be sent across using the settings in the wizard.

ClosedAdd a filter to the Xero Connect by:
  1. Open the Xero Connect Wizard.
  2. Go to the Invoices Screen in the Wizard.
  3. Locate the 'Invoices filter' panel at the bottom of the screen and press the 'Edit' button.
  4. In the Available Filters panel on the left, click the filter you want to add. I.e. Project Office Name.
  5. In the panel at the bottom of the screen choose the value that is to be filtered. I.e. IS NOT Sydney.
  6. Repeat for each Project, Sub Project, or Invoice filter that is required.
  7. Save and Close .

Tip: Remove the filter in the edit screen using the eraser button on the filter row.

ClosedTips and tricks about exporting invoices and credits
Change Description Changed Within Result

A long invoice number sequence is setup in Synergy. Can this be sent across to Xero?

Synergy and Xero

Xero does not have a limit to the length of their invoice numbers. All possible Synergy invoice or credit note numbers can be sent to Xero.

The Synergy Invoice Number or Credit Note Number has been changed within Xero.

Xero

The Synergy invoice or credit note will be resent to Xero in the next sync as the invoice/credit number does not exist in Xero.

Invoices have been created for future dates in Synergy. Will these be sent in the sync to Xero?

Synergy and Xero

Yes, all invoices for future dates will be sent in the sync, which are after the 'From Date' selected on the General Settings screen of the Xero Connect wizard.

The invoice number has been amended in Synergy.

Synergy

The invoice will be re-sent in the next sync to Xero, as the new invoice number used in Synergy does not yet exist in Xero.

To avoid the invoice being re-sent to Xero, update the invoice number manually in Xero after making the invoice number adjustment in Synergy. Then the invoice will not be resent in the next sync.

The Invoice amount has been changed in Xero.

Xero

Synergy will not resend the invoice or any adjustments in the next sync, as the invoice already exists.

A invoice or credit note is voided in Xero.

Xero

Synergy will not resend the invoice or credit note to Xero. The invoice or credit note still exists in Xero when the item is voided, and as the invoice number or credit note number still exists the Connect Sync will not resend this data.

An invoice has been created manually in Xero for non-Synergy related business. A invoice has been created in Synergy using the same invoice number, and is not showing in the Connect Preview sync.

Synergy and Xero

The invoice will not be sent to Xero by the Connect sync, as the invoice number already exists in Xero. To have the Synergy Project invoice sent to Xero you will need to adjust either the invoice in Synergy or Xero, so that it is a unique invoice number.

Be aware that this can happen when both Synergy and Xero auto assign invoice numbers using the same prefix and numbering sequence.

A credit note has been manually created in both Synergy and Xero. A different credit note number was assigned in each system. Will this be sent in the sync?

Synergy and Xero

Yes, the credit note will be sent to Xero if a different credit note number was assigned in both systems. If the credit note number matches in Synergy and Xero, then the credit note will not be sent in the sync, as it already exists.

The credit note has not been sent to Xero. The Synergy Office Settings have the 'Use original invoice number' option checked.

Synergy

Xero is unable to store an invoice and credit note with the same number. Disable this Office Setting in Synergy, and renumber the credit notes to use a different sequence of numbers to the invoices. One the credit note number is unique it will appear in the Connect Preview window and be sent to Xero.

Note: The Office Setting option 'Use original invoice number' for credit notes is not available for new clients or existing clients that did not have this setting enabled from Synergy version 4.8.5 or higher.

The Synergy Account Code is showing in the Preview screen as not found in Xero.

Synergy and Xero

Xero account codes can only be 10 characters in length. If the number entered in Synergy is longer than this the Preview the Sync window will display this as a mismatch error. Update the Account Code in Synergy to match Xero and refresh the Preview the Sync window to correct this.

The Preview the Sync window in Synergy is displaying the value for each inventory. Does this include tax?

Synergy

The value shown is excluding tax. The excluding tax value will also be shown in Xero against each inventory item.

The account name has been entered as the account code in Synergy. This is showing as an error in the Xero Connect Preview.

Synergy

If you enter the 'Account Name' from Xero into the Synergy 'Account Code' field then the sync cannot run.

Update the Account code in Synergy to match the account code in Xero. Account codes can be seen in Xero > General Settings > Chart of Accounts.

The account code has been entered in Synergy, however it is showing as not available in Xero. An error is showing in the Xero Connect Preview.

Xero

Account code must be setup in Xero, they are not auto created by the Connect Interface. The account code in Xero can be alpha-numeric, and the interface to Xero is case sensitive.

Setup Account in Xero > General Settings > Chart of Accounts.

In the Xero Connect Invoice Settings the 'Xero Item was selected as the 'inventory Item'. However when viewing the Invoice line in Xero a different description is shown.

Xero

The Description shown on the Xero invoice line is controlled by the 'inventory Description' in the Synergy Xero Connect Wizard. The 'Item Code' selected for the Inventory Item will be shown on the Xero Invoice, but the description is overwritten by the Invoice Line Description option selected in Synergy.

Will the Project Manager from Synergy appear as the Consultant within Xero.

Synergy and Xero

No, the Project Manager cannot be sync'd to this field due to limitations in the interface with Xero.

An invoice or credit note appears in the Connect Preview window, and is dated prior to the lock date set in Xero. This is not being sent across in the sync.

Synergy and Xero

Invoice or Credit Notes cannot be transferred to a locked period in Xero. If the invoice or credit note date falls within the locked period then the transfer of this data will fail, and it will continue to appear in the preview window for the sync.'

To resolve this either change the lock date in Xero to allow the transfer of the data, or move the 'From Date' in the Connect Wizard forward to be after the date of the invoice/credit to exclude them from the sync preview window.
Synergy $0 invoices and credit notes are not shown in the Preview interface. Synergy and Xero The Xero interface does not accept $0 invoices or credit notes in the transfer process. Due to this they are excluded from the Preview window inn Synergy as they cannot be sent.
ClosedInterface Payment Details with Xero

Options for ensuring the payment details in Synergy and Xero match:

  1. Export - 'Export payments entered in Synergy to Xero'.
  2. Import - 'Import payments entered in Xero to Synergy'. This is the most commonly used option.
  3. Both - Enable both options to be used in the one Xero Connect run. This can be useful if one Administration user is entering payment details in Synergy, and other user in the Finance team is entering payments in Xero.

Match a Payment Type in Synergy, to a Payment Account in Xero, using the 'Mapping' screen of the Xero Connect Wizard. These settings will be used by the Export of Payments from Synergy only. Learn more about using the Xero Payment Type Mapping settings.

ClosedOption 1: Export Payments to Xero

Check the box in the setting window 'Export Payments' to send the payments entered in Synergy to Xero. Learn more about how to enter payments in Synergy.

Select which Xero Bank Account the payment will be added to in Xero, using the Payment Type Mapping screen in the Xero Connect Wizard. Learn more about using the Xero Payment Type Mapping settings. The payment mapping rules are hidden if you only are importing payments into Synergy from Xero. The rules are only required to be defined for exporting payments to Xero.

ClosedTips and tricks about the payment export
Change Description Changed Within Result

The payment was entered in Synergy by mistake. The payment has already been sent in a sync to Xero.

The payment has been deleted from Synergy, but is still showing in Xero Connect as a new payment to import.

Synergy and Xero

To stop the payment showing as available for import, the payment needs to be deleted from both Synergy and Xero.

ClosedPayments are deleted in Xero by:
  1. Open Accounts > Sales from the menu.
  2. In the invoices panel click on the 'Paid' invoices option.
  3. Locate the Synergy invoice number that the payment was applied to in the 'Paid Invoices' list.
  4. Click on the invoice to open it.
  5. The payment value is shown in blue in the bottom right corner. Click on this value to open the payment.
  6. Select the 'Payment Options' drop down in the top right corner of the payment, and select 'Delete' from the list.
  7. Click 'Delete Payment' on the confirmation pop-up.
  8. The payment has now been removed and will not appear to be imported the next time you use Xero Connect.

The payment has been deleted in Xero. The payment was originally created in Synergy.

Xero

If the payment still exists in Synergy it will be re-sent in the next sync run if the 'From Date' setting for the sync allows it.

The payment value is incorrect. Details of the payment have been updated in Synergy.

Synergy

Xero does not allow amendment of payments. This option is only available in Synergy. To get the updated payment value to appear in Xero, delete the payment in Xero and then re-run the Xero Connect sync within Synergy. The payment will be re-created in Xero for the correct value.

The payment has been entered in Synergy. The payment date is for a period that is marked as locked in Xero.

Synergy and Xero

The Payment will still show as available for export in the Synergy Xero Connect Wizard. The payment will not be able to be added to Xero, as the period is locked.Learn more about the Xero lock date settings in the Xero online help.

Payment shows in error in the Connect Preview window. The warning advises that the invoice does not exist.

Synergy

The Payment will not be sent in the sync if the Invoice does not exist in Xero, and is also not being sent in the current sync.

The invoice will not be sent in the same sync as the payment if the invoice date is prior to the 'From date' entered in the Xero Connect Wizard. To send the invoice from a previous period alter the from date back to before the invoice date, and then both the invoice and payment will be shown in the Xero Connect Preview.
ClosedOption 2: Import Payments into Synergy

Check the box 'Import Payments' option. Payments entered in Xero for Synergy invoices will be transferred in the Xero Connect sync. Xero payments for expenses (creditors) and payroll payments are not interfaced with Synergy.

After the sync is complete the 'Reference' entered on the payment in Xero will be shown as the Synergy Payment Type for the interfaced payment.

ClosedTips and tricks about the payment import
Change Description Changed Within Result

The payment was entered in Xero by mistake. The payment has already been imported to Synergy in a sync.

The payment has been deleted from Synergy, but is still showing in Xero Connect as a new payment for import.

Synergy and Xero

To stop the payment showing as available for import, the payment needs to be deleted from both Synergy and Xero.

Payments are deleted in Xero by:

  1. Open Accounts > Sales from the menu.
  2. In the invoices panel click on the 'Paid' invoices option.
  3. Locate the Synergy invoice number that the payment was applied to in the 'Paid Invoices' list.
  4. Click on the invoice to open it.
  5. The payment value is shown in blue in the bottom right corner. Click on this value to open the payment.
  6. Select the 'Payment Options' drop down in the top right corner of the payment, and select 'Delete' from the list.
  7. Click 'Delete Payment' on the confirmation pop-up.
  8. The payment has now been removed and will not appear to be imported the next time you use Xero Connect.

The payment has been entered in Xero and Synergy.

Xero

If the payment record already exists in Synergy, the import of the payment from Xero will be marked as failed. Connect will not attempt to re-import this payment on future sync runs.

The payment value entered in Xero is greater than the total invoice value.

Xero

If an overpayment of an invoice is entered in Xero, the amount sent to Synergy is what is allocated to the outstanding invoice.

The payment type is blank in Synergy from the imported payment from Xero.

Xero

The field 'reference' on the Xero payment will be used as the payment type within Synergy. The reference field in Xero is a free format text field, and therefore there cannot be any direct mapping to Synergy payment types using this field. Payment type mapping rules are not used by the payment import.

If you want an payment type to appear in Synergy, you can add the details to the Invoice > Payments tab. This is an optional field in Synergy.

A payment has been entered in Xero for an invoice that no longer exists in Synergy.

Xero and Synergy

The Xero Connect sync cannot be run to import the payment, if there is no invoice for the payment to be allocated to in Synergy. To continue with the sync skip this payment import row in the Xero Connect Wizard.
ClosedUsing Foreign Currency in Synergy

If invoices are created in Synergy using multiple currencies, the exchange rate is defined Default Data > Currency Rates. Synergy invoices display foreign currency values, and the entered exchange rate is used to convert the base system currency (i.e. AUD - Australian Dollars) to the invoice currency rate (i.e. GBP - Great British Pounds). The interface used to send data to Xero does not allow for the exchange rate to be sent across.

If the invoice value is not showing in Xero as expected, check exchange rate used in Xero matches what is entered in Synergy. Exchange rates in Xero are maintained in Settings > General Settings > Features > Currencies.

Learn more about Foreign Currency Setting in Xero in this Xero Help topic.

Synergy invoice and payment fields exported/imported with Xero

ClosedInvoice and Credit Note Export

The following invoice/credit note fields in Synergy are mapped with these Xero fields:

  1. Invoice ToClosedThe Project Contact selected on the invoice and invoice address are shown as the 'To' address in Xero for the invoice. The address details and contact name are taken from the contact record imported into Xero. The same logic is applied to credit notes. Learn more about sending contact details to Xero.
  2. Invoice DateClosedThis is shown in the 'Date' field in the Xero invoice. If this is a credit note, then the Synergy credit note date is displayed in the date field of the credit note.
  3. TermsClosedThe invoice date plus the number of days shown in 'Terms' is displays as the 'Due Date' in Xero. The terms or due date are note shown on credit notes in Xero.
  4. Invoice #ClosedThe Synergy Invoice number also appears as the Invoice number in Xero. If this is a credit not, then the Synergy credit note number is shown as the Xero credit note number.
  5. Item CodeClosedThe Synergy fields Project/Discipline/Cost Centre/Xero Item can be sent to Xero to be displayed as the 'Item Code' for each row added to the Xero invoice/credit. This information is optional in Xero, and a Connect interface option not to send any detail to be the item code exists in Synergy. More details about how each of these options work view the Export Invoices and Credit to Xero section above.
  6. Project/Sub Project/Discipline/Cost Centre/Sub Project NoteClosedThe 'Description' field in Xero contains this text from Synergy for each invoice/credit line item . The fields used in Synergy are the Project Title, Sub Project Name, Discipline Description, Cost Centre Description, or the Sub Project Note (General Tab > Note field).
  7. Total (line item)ClosedThis value for each Synergy invoice/credit line item is added to the 'Unit Price' field in Xero.The amount interfaced to Xero is excluding tax. Lines can be either positive or negative values for a sub project, allowing for a discount sub project line on an invoice to be sent to Xero.
  8. Tax RateClosedThe tax rate applied to each invoice/credit line is extracted from Synergy Invoice/Credit Lines. Using the tax code mapping in the Xero Connect Wizard, the Synergy Tax Codes are linked to the matching Tax Code in Xero. Learn more about Tax Code Mapping in the Xero Connect Wizard.
  9. ReferenceClosedIf Client # is selected then this value is from the Synergy Project > General tab. If Invoice Note Text is shown then this value is taken from the Invoice > Note field, which is entered as the invoice is created. Or if Project # is selected the Synergy project number is transferred. This Synergy reference is shown in Xero in the 'Reference' field on the invoice/credit.

Tip: The 'Quantity' field in Xero for each invoice/credit line item is always set to '1'.

ClosedPayment Export

The following payment fields in Synergy are mapped with these Xero fields:

  1. DateClosedThe payment date entered in Synergy is added to the 'Date Paid' field for the payment in Xero.
  2. Paid AmountClosedThe paid amount will show in the 'Payment Amount' field within Xero.
  3. TypeClosedThe 'Payment Type' entered in Synergy will be shown in the 'Reference' field in Xero for the payment.
ClosedPayment Import

The following payment fields in Xero are mapped with these Synergy fields:

  1. Amount PaidClosedTransferred to the 'Paid Amount' field in Synergy.
  2. Date PaidClosedTransferred to the 'Date' field in Synergy.
  3. ReferenceClosedThis free format text field in Xero is added as the 'Payment Type' in Synergy. Select an alternate payment type in Synergy if you want to override this imported text.

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