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.

This is an example only:

All technician labour sales (on invoices) will post to this account code in Xero.

All parts and purchase order sales, excluding Outwork sales will post to this account code in Xero.

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.

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.

Payments between Auxo Workshop and Xero use a Clearing account method. All payments are posted into a Xero clearing account. When reconciling your Xero bank account the clearing account is used to map to any monies received for invoices paid in Auxo.

This account is used by the system to ensure invoice totals match the Xero invoice transaction we create. It is recommended to link it to the Xero default account for rounding.

Prepayment/Deposit

These are job deposits you have received. They will post to Xero as direct payments into the nominated bank account (see bank account code) and are automatically assigned to the Auxo invoice once the job is invoiced.

Bank Account Code

The default bank account where job deposits will be recorded. Deposits made will be posted to this account in Xero as direct payments.

Stock on Hand

The cost value of parts held in inventory. When parts are ordered for stock, the supplier’s bill created by Auxo in Xero will increase this account. This account should be regularly reconciled with the Auxo stock valuation report to ensure accurate inventory reporting.
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Freight Expenses

Freight expenses that are entered directly into purchase orders.

Work in Progress

The cost value of purchase order items ordered directly to jobs. This excludes labour and parts taken from stock for jobs. To obtain a more accurate workshop work-in-progress (WIP) figure, use the Auxo WIP Valuation report. This report can also be used to reconcile this account.
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Cost of Goods Sold

The Cost of Goods Sold (COGS) account tracks job costs when a job is invoiced. The system reverses stock on hand and work-in-progress costs, transferring them to the COGS account. Labour costs are not included in this Xero manual journal, as they are accounted for separately in wages.
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Stock Adjustments

All parts stock adjustments including stocktake adjustments will post to this account code in Xero.

Stock adjustments will create a Manual Journal in Xero to the Inventory (stock on Hand) code and the Stock Adjustments (DirectCost) code.

Freight Sales

Freight sales that are entered directly into the job.

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: