When setting up the Xero integration in Auxo Workshop, you’ll need to complete the Account Mapping process. This step links various figures, such as discounts, payments, and sales codes, to your account codes in Xero.
⚠️Important: We recommend you confirm the account mapping settings with your accountant to ensure you select the appropriate Xero account codes.
💡Tip - Take a screenshot of the Account Mapping screen and email it to your account to assist with confirming the appropriate Xero GL codes.
Account Mapping Screen
This is an example only:
⚠️Important - the Auto Mapping feature should only be used if you are new to Xero as it will create new account codes in Xero, if you have been using existing codes in Xero it is recommended you set up the account mapping manually and link your existing codes.
Definitions for Account Codes
Labour Sales
All technician labour sales (on invoices) will post to this account code in Xero.
The selection list will only display Xero Revenue type codes.
Parts Sales
All parts and purchase order sales, excluding Outwork sales will post to this account code in Xero.
The selection list will only display Xero Revenue type codes.
Outwork Sales
All outwork purchase order sales will post to this account code in Xero. Outwork is defined as a service supplied by a 3rd party, for example a radiator repair, or brake disc machining.
The outwork line on a purchase order will have no part number.
The selection list will only display Xero Revenue type codes.
Discounts
All job/invoice global discounts and discounts applied to payments will post to this account code in Xero. These types of discounts are not applied to individual line items and simply reduce the invoice total.
The selection list will only display Xero Revenue type codes.
Payments
All payment fees will post to this account code in Xero. An example of a payment fee is a customer paying by Visa and you apply a 2.5% surcharge on the payment.
The selection list will only display Xero Overheads type codes.
Rounding
All payment rounding e.g. Cash rounding will post to this account code in Xero.
The selection list will only display Xero Current Liability type codes.
Adding A New Account
You can create a new Xero account from this screen, to quickly create a new Xero account from this screen, without having to log in to Xero, by using the + New Account button to create the required account in Xero and map it to Auxo
This will open the following screen:
Note - you cannot create Xero accounts that have the same Account Name as an existing Xero account