Connect your Xero organisation once, and MSMEPulse sends it your invoices, credit notes and payments, with the clients on them. It runs every 30 minutes, or when you click Sync now.
Connect
- Go to Settings → Accounting and click Connect Xero. Only Admins can do this.
- Sign in to Xero, choose your organisation, and click Allow access.
- You're brought back to MSMEPulse. Invoices issued from today are sent. To send earlier ones, open Sync settings and change Send invoices issued on or after.
Sync settings
Open Sync settings to check:
- Sales account: where invoice income goes in Xero (usually 200, Sales).
- Bank account for payments: needed before payments can be sent.
- GST codes: which Xero tax rate each code becomes. We match these when you connect, for example SR to Standard-Rated Supplies at the current rate.
What's sent
- Clients become Xero contacts, with their UEN.
- Invoices keep the same number as in MSMEPulse and are approved in Xero. Invoices in another currency carry their exchange rate.
- Credit notes are allocated against their invoice.
- Payments are recorded against their invoice, into the bank account you chose.
Each item is sent once. A cancellation is sent as its credit note.
If something can't be sent
It's listed under Couldn't be sent, with Xero's reason. It's tried again on each sync, up to 5 times, then waits for you to click Try all again. If the connection expires, click Reconnect: nothing is lost.
Disconnecting
Disconnect stops sending new items. Nothing already in Xero is removed.