Sync Details of Transactions to Xero

TradeGecko pushes and manages the integration of your inventory, purchasing and stock control with your Xero accounting software.

TradeGecko pushes purchase invoices, sales invoices payments and relevant contact information to Xero, thus allowing you to manage your debtors and creditors on Xero.

Stock Transactions (Stock on Hand (SOH), Cost of Goods Sold (COGS) and Stock purchases) sync once a day at 12AM UTC. All other transactions sync/Push immediately.

All transactions (except the Tax Code sync) that have been pushed to Xero are visible in the Xero Log.

The following table lists the details of transactions that are synced/pushed from TradeGecko to Xero.

No

TradeGecko

Corresponding Transaction on Xero

Xero Account

Type of

1

New Sales Invoice

Creates an Invoice (Awaiting Approval)*

Sales

Push- Immediate

2

Update line items on Sales Invoice

Updates Invoice**

Sales

Push- Immediate

3

Delete Sales Invoice

Deleted Invoice

Sales

Push- Immediate

4

New Payment on Invoice

Create a Payment on Xero

Payment/ Bank

2-way sync***

5

Delete Payment on Invoice

Delete a payment Xero

Payment/ Bank

2-way sync***

6

Sales Return

Creates a Credit Note on Xero

Sales

Push- Immediate

7

Update Sales Return

Updates Credit Note on Xero

Sales

Push- Immediate

8

Delete Sales Return

Deletes Credit Note on Xero

Sales

Push- Immediate

9

New Purchase Order

Creates a Bill (Awaiting Approval)

Purchases>Bills

Push- Immediate

10

Update Purchase Order

Updates Bill

Purchases>Bills

Push- Immediate

11

Delete Purchase Order

Deletes Bill

Purchases>Bills

Push- Immediate

12

Tax Types

-

-

Pull ****

13

Receiving a Purchase Order

Creates a Stock Journal with a +SOH, -Stock Purchases transaction

Purchases>Bills

Push (12AM GMT)*****

14

Shipping a Sales Order

Creates a stock journal with a +COGS and -SOH transaction

Purchases>Bills

Push (12AM GMT)

15

Creating a Stock Adjustment

Creates a stock journal with a ±COGS and ∓SOH transaction

Purchases>Bills

Push (12AM GMT)

* Invoices can be pushed as ‘Approved’. Contact us to switch this on for you today.

** If an invoice has been approved on Xero, TradeGecko cannot update the invoice. However, the invoice can be voided. Also, if the company details (e.g. address, contact details etc) have been updated on TradeGecko, it will not be updated in Xero after the initial push. However, if you have a large volume of contact/relationships to update from TradeGecko to Xero, contact us for further assistance and our developers will see what we can do on the backend. 

*** Find out more about the payment sync here

**** TradeGecko pulls all Tax Types from Xero, and these can be matched with the correct TradeGecko Tax Types.

***** Inventory transactions for the day are consolidated and pushed into a single stock journal at 12AM GMT. Once approved this bill moves to the P&L.

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