NetHelpDesk is currently capable of sending Invoices, Purchase (Supplier) Orders, Customers and Suppliers across to Xero, and can also import Customers, Supplier and Tax Codes directly from Xero, if required.
As Xero is a browser based program, there is no installation or additional files required for the integration. All that is required is entry of your email address and password for Xero when synchronisation is taking place, and ticking the box highlighted below found in N > Setup > Advanced Options > Billing tab.
Importing/Exporting Customer/Supplier List
To Import/export your customer/supplier list from Xero to NetHelpDesk simply go to the ‘Database Imports / GFIMax, Kaseya’ tab as before and hit the ‘Import Customers/Suppliers from Xero’ button. This will bring in any customers/suppliers that do not match a client name already in the system.
Posting Invoices/Purchase (Supplier) Orders to Xero
Posting Invoices/Supplier Orders is completed in the Accounts Interface of NetHelpDesk, found in the ‘Billing’ tab of the ribbon on the main screen.
To post Invoices and Purchase Orders to Xero, you will need to ensure that a number of fields match in both systems. The first of these to check is that the Item Code/Nominal Code of the item in NetHelpDesk matches against the Code of the Item in Xero’s ‘Inventory Items’.
The second part is to ensure that Tax Code for the Item/Charge in NetHelpDesk matches a Tax Code in Xero. This will ensure that the Invoice/Purchase Order line item is posted against the correct tax type in Xero. To ensure that this is correct, you will need to perform a Tax Code import into NetHelpDesk from Xero. This is achieved from the ‘Billing – Tax Codes’ tab as below.
Another point to note is that as Xero can only use a specific tax rate for Invoices or Purchase Orders, Items in NetHelpDesk now have two Tax fields, so that an Item can have a Purchase Tax Rate and a Sales tax rate.
All Invoices posted to Xero will use the Account Code 200 and Purchase Orders will use 300.
Invoice numbers will be in the format ‘NHD-001’ where 001 is the NetHelpDesk Invoice ID, Purchase Orders will use the format ‘NHDPO-001’ with the 001 part the Purchase Order ID.
The Due Date for the invoices will be calculated based on the settings in the Clients ‘Billing Details’ tab.
When connecting to Xero to perform any of the functionality above you will be asked to verify and enter a code, produced on your default browser, into NetHelpDesk.
NetHelpDesk is available on a range of devices with industry-leading functionality available throughout.