Xero Add-On
Setup and Operation of the Xero Add-On
15 articles
- 📘 Getting Ready for Xero Integration — Guidance for Customers and AccountantsFor New Auxo Workshop customers and their accountants who will be supporting a Xero integration.
- Xero Setup - 1. Activate & Connect
- Xero Setup - 2. Account MappingMapping or creating general ledger accounts and payment types to the Xero chart of accounts
- Xero Setup - 3. Import Customers, Configure Tax Rates & Sync SettingsAuxo Workshop Xero Integration - How to set up tax rates and import customers from Xero
- Xero Setup - Disconnect from Xero
- Xero - How to Tidy Customer Data to Import from Xero to Auxo WorkshopIf you need to clean up your Xero customer data before importing it into Auxo, this article will guide you in the right direction.
- Xero Data FlowAn explanation of how data flows between Auxo and Xero
- Xero - Troubleshooting & Known IssuesInformation on troubleshooting and resolving known issues & error messages in the Xero integration.
- ❓Xero FAQShort answers to common questions about the Auxo Workshop ↔︎ Xero integration. For detailed fixes, see Xero – Troubleshooting & Known Issues.
- Xero - Customer Payment ReconciliationsHelpful information on reconciling customer payments when using Auxo Workshop integrated with Xero.
- 📊 Reconciling Stock and Work in Progress (WIP) with XeroHow to reconcile inventory and WIP balances between Auxo Workshop and Xero, and understand why small differences can occur.
- 🧾 Windcave payments and Xero – accounting and reconciliation behaviourDetailed guidance on how Windcave payments, surcharges, cash‑out, and refunds are reflected in Xero
- 🏷️ Xero Tracking CategoriesTag your Xero transactions by workshop, location, or department — and report on each separately.
- 🔗 Linking Multiple Auxo Workshop Accounts to One Xero OrganisationConnect two or more separate Auxo Workshop accounts to a single Xero organisation — suitable for businesses that operate multiple workshops under one legal entity.
- 💰 Customer Advance Payments and Credit Accounts (Xero)How to handle customer payments made before a job exists in Auxo Workshop