Sync with Xero: At a glance

The sync with Xero eliminates double data entry by automatically sending all information to Cashflow360 from Xero, and sending back payments made/received in Cashflow360.

Here's how sync can enable seamless integration of payments with Payables and Receivables workflow:

By default, the sync runs automatically once a day. A sync can also be triggered manually at any time.

The following image shows what objects sync and in which direction.

Things to Know

• All payments must be made/recorded in Cashflow360. If making or receiving payments outside of Cashflow360, remember to return to Cashflow360 and mark the bill/invoice as paid.
• Only unpaid invoices in Xero will sync to Cashflow360. Draft, partially and fully paid bills/invoices won't sync to Cashflow360.
• Cashflow360 doesn't sync file attachments to/from Xero
• While Items are a two-way sync, Sales Tax is still one way from Xero to Cashflow360
• All unpaid bills and invoices from Cashflow360 sync to Xero as Awaiting Payment
• $0 bills will sync from Cashflow360 to Xero as Paid
• AR payments in Cashflow360 will only sync to Xero if applied to an invoice; overpayments/unapplied payments won't sync to Xero
• When initially creating locations and departments, those will sync from Xero to Cashflow360 and/or Cashflow360 to Xero. Updates to these items will only sync from Xero to Cashflow360. Deletions made to these items, however, won't sync in either direction, they must be deleted manually in both systems. Xero suggests a maximum of 100 options for each tracking category to avoid sync errors.
• If using approvals in Xero, once a bill is approved in Xero it can't be deleted, it can only be voided. Voiding an approved bill in Xero won't sync to Cashflow360. The bill will need to be manually deleted in Cashflow360.