This article takes you through:
Importing your Xero customers (optional)
Confirming the tax rates
Managing sync settings for purchase orders and inventory journals
📝Note: You should have read and completed the Xero Setup - 2 Account Mapping article before following this guide.
👥 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
💰 Tax Rates
Auxo Workshop 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.
Tax types you will need to map:
• Sales tax type
• Sales GST free tax type
• Sales exempt tax type
• Purchases tax type
• Purchases GST free tax type
🔄 Sync Settings
In the Sync Settings section you will find settings to control what data flows from Auxo Workshop to Xero.
Send Purchase Orders to Xero
Tick this box if you want purchase orders created in Auxo Workshop to be sent to Xero as bills.
Untick this box if you do not want purchase orders to sync to Xero.
Create Inventory Journals (COGS & Stock on Hand)
Tick this box if you want Auxo Workshop to create inventory journals in Xero for cost of goods sold (COGS) and stock on hand adjustments.
Untick this box if you do not want inventory journals to be created in Xero.
Important:
Disabling these options means the related data will remain in Auxo Workshop only and will not appear in Xero.
If you disable inventory journals, your Xero reports will not reflect stock movements or COGS from Auxo Workshop.