Xero Mapping Settings

Setup required before use	Who Can Use It?	Where Is It?
Tax Codes Payment Types	Administrator System Administrator	Connect > Xero Connect > Run Connect > Mapping Settings

Use this panel to match the tax codes in Synergy against a tax code in Xero. Xero allow the selection of a different tax code for both invoices and expenses. Each time the Synergy tax code is used, the match Xero code will be automatically sent in the Xero Connect Interface. For example: Match the Synergy 'Tax Free' tax rule to the Xero 'No GST' tax code.

Match the Synergy tax codes to Xero by:

1. Open the 'Mapping' screen of the Xero Connect Wizard.
2. Check what Synergy tax codes are shown in the 'tax rule' column.
3. Select a Xero Invoice Tax Code for the first Synergy tax rule.
4. Select a Xero Expense Tax Code for the first Synergy tax rule.
5. Repeat steps 3 and 4 for each Synergy tax code shown in the list.

Click the image above to view the Tax Code Mapping panel.

Use the payment type mapping panel to select which Xero bank account payments entered in Synergy will be transferred to. The mapping for Xero Bank Accounts is done on Payment Type to allow you to send different types of invoice payments to different banking area in Xero.

Payment Type mapping is used by the Payment Export from Synergy to Xero. If payments are imported from Xero, this table is hidden as the mapping is not required when importing payments into Synergy from Xero.

Match the Synergy Payment Type to a Xero Bank Account by:

1. Open the 'Mapping' screen of the Xero Connect Wizard.
2. Check what Synergy payment types are shown in the 'payment type' column.
3. Select a Xero Bank Account for the first Synergy Payment Type.
4. Repeat step 3 for each Synergy payment type in the list.

Click the image above to view the Payment Type Mapping panel.

The Synergy Payment Types shown in this panel are ones assigned to existing Synergy payments. If a payment type has been setup in Synergy Default Data, but not yet assigned to an actual invoice payment, then it is not shown in the list. This filter has been applied to Synergy payment types to ensure any new payment types that are interface from Xero on the 'Payment Import' are also shown to be mapped to a Xero Bank Account. If using the Xero Payment Import, a blank payment type record can be created in Synergy. This will happen if the 'Reference' field on the Xero payment is left blank. Make sure you assign a Xero Bank account to all the Synergy Payment Types shown in the list, as they are all used on Synergy Payments.

The Xero account column shows all accounts within Xero > Chart of Accounts, which are either a Bank Accounts type, or are another account which has been marked as 'enable payments'.

1. Tax RuleThe Synergy tax rule is displayed in this column.
2. Xero Invoice TaxSelect which tax rate should be used in Xero for all transferred invoices, and credit notes. This will be used for the Synergy tax rate shown on the same row. The items shown in the list have been defined within Xero.
3. Xero Expense TaxSelect which tax rate should be used in Xero for all transferred Supplier, Cash and Travel Expenses. This will be used for the Synergy tax rate shown on the same row. The items shown in the list have been defined within Xero.

1. Payment TypeThe Synergy payment types are displayed in this column. Only the payment types used in Synergy on a payment are shown in this list.
2. AccountThis drop down list is generated by your Xero database. The accounts shown in the list are either 'Bank' type accounts, or have been marked in Xero using the 'Enable Payments to this account' setting.