Sending Data to Xero

Transactions can be sent to Xero once they are in their appropriate state, where they will join their respective transaction groups in the Xero dashboard (Accounting -> Xero) where by default they will remain until manually sent. The status for a transaction to be added to the Xero transaction groups is as follows:

Transactions ready to send to Xero will be indicated by a count. If there is nothing to be sent to Xero, it will display the transaction is up to date. Review the available information queued to send to Xero in the Send Data to Xero section of the Xero dashboard.

Note: You can enable transactions to automatically send to Xero in your Xero Settings. Payments are synced hourly, Journals are synced daily and COGs are synced monthly.

Sending transactions to Xero is as simple as clicking the relevant send link which will instantly send the data from WorkGuru through to Xero.   

• Send Invoices - Send approved invoices
  
  
• Get Payments - Get reconciliation/payments from Xero to apply to invoices in WorkGuru
  
  
• Send Payments - Send payments applied in WorkGuru. Note: The invoice the payment was applied must be sent AND approved in Xero BEFORE payment is sent.
  
  
• Send Purchase Orders - Send invoiced purchase orders. Note: This will create new supplier in Xero if supplier on Purchase Order does not exist in Xero
  
  
• Send Credit Notes - Send approved credit notes.
  
  
• Send Cost of Goods - Send cost of goods sold journal.   See details Cogs will breakdown the current cogs value to the transactions that created them (stock usage on projects/production jobs and dispatches on stock sales.  Note: WorkGuru creates one COGS journal per month in Xero, subsequent send cost of goods within a month will update the existing journal, not create multiple journals.
  
  
• Send Stock Takes - Send stock adjustment journal created by applying a stock take.
  
  
• Send Stock Adjustments - Send stock adjustment journal.
  
  
• Send Transaction Files* - This is NOT an option to send in this menu HOWEVER if a file attached to a transaction (e.g. PO) where the transaction has not been sent, then any files that have been uploaded to the transaction will also send to Xero along with the transaction.

            -  If the transaction has already been sent to Xero - new files will NOT automatically send, these must be manually sent through the transaction files page

            - files both automatically sent to Xero with a new transaction AND manually sent to Xero can take up to 10 minutes to properly appear in Xero. If the file does not appear in Xero, please wait at least 10 minutes to give it enough time to properly flow through to Xero.

Note: If there are any issues sending data to Xero, the relevant error message will display in red detailing exactly what information can't be successfully sent to Xero. Click the message header to review the cause of the issue and how to resolve the error.