Xero settings
We recommend taking a look at your settings before putting through new transactions.
Xero invoice status
When credit notes and invoices (purchase invoices, sale invoices, and consolidated sales) are exported, this option determines what status (draft or authorized) will be set for new Xero invoices and credit notes. This status is then used when the item is exported as a Cin7 Core document.
Xero payments are
Set the direction for payment synchronization between Cin7 Core and Xero. Payments can be synced both ways (from Xero to Cin7 Core, and from Cin7 Core to Xero) or only in one direction as desired. Note that if this is set to Sync both ways or Pull from Xero, Cin7 Core will not import payments from consolidated invoices. If payments exceed the total invoice amount in Xero, these are not exported. Removing or undoing payments also means re-exporting all payments for the consolidated invoice.
Export purchase orders to Xero
Allows you to enable or disable the exporting of purchase orders to Xero.
Show journals on cash basis reports
When Cin7 Core exports COGS and Manual Journals, this value is added to Xero’s Manual Journal record (ShowOnCashBasisReports property).
Treat all Xero Contacts as Customers
If this option is enabled, customers and suppliers from Xero will be created as Customers in Cin7 Core. If disabled, Customers are created as Customers and Suppliers are created as Suppliers.
Category 1 and 2
These are tracking categories. When transactions are exported to Xero, additional tracking information can be included with these transactions (for example, you could add information about Sale Reps, Product Brand or Categories, Customer or Product attributes, etc.). For more details, see Xero - Set up Tracking Categories.
Load items from Xero
If this option is enabled, items (products) are loaded from Xero to Cin7 Core.
Load invoices from Xero
Allows you to load purchase and sale invoices from Xero. Invoices are only loaded if they have not been loaded before. Sale invoice numbers must be unique in Cin7 Core. Purchase invoice numbers must be unique for a particular supplier. Enabling this setting makes visible the following options:
Auto-receive stock when loading purchase invoices from Xero
Determines if stock receiving is created when a purchase is imported from Xero, or if the purchase will be created without stock receiving, with the stock receiving being done manually. See Processing a Purchase for more information.
Location to be used for purchases and sales loaded from Xero: The default location for sales and purchases imported from Xero.
Fulfillment mode when loading sales invoices from Xero: Determines the fulfillment status for imported sales. The following options are available: No Picking, Auto Pick, Auto Pick + Pack, and Auto Pick + Pack + Ship.
Export attachments to Xero
Allows you to export sale and purchase attachments (attached documents) to Xero.
See Xero - Advanced: Export Attachments to Xero for more information on this feature.
Auto-synchronization
Enable or disable auto-synchronization with Xero. Auto-synchronization automatically starts a sync process. You specify the start date and start time for the first sync, the sync frequency (2, 4, 8, 12, or 24 hours), and how errors (if any) will be reported (email or internal messages).