This article takes you through:
Confirming the tax rates
Importing your Xero customers (optional)
📝Note: You should have read and completed the Xero Setup - 2 Account Mapping article before following this guide.
Tax Rates
Auxo will automatically apply the appropriate Tax Type codes for your region where possible. However, please verify and confirm that the sales tax rates are correct for your specific region.
Custom Tax Rates Custom Tax Rates can be selected for tax mapping fields.
Import Customers
If you require your Xero customers to be imported into Auxo then select Import Customers Data the wizard will guide you through the import.
Xero customers that are archived or have no email or phone number will not be imported.
Xero customers where the Contact Name does not match the Primary person first Name will be imported as a company into Auxo