Consolidate transactions for Xero
In Cin7 Core, you can combine transactions (e.g. all invoices, all payments, or all COGS) into a single daily or monthly transaction for Xero. Consolidating your transactions can help avoid processing limitations from Xero.
You can decide how Cin7 Core:
Groups your consolidated transactions
Shares customers with Xero
Consolidates other journals or money tasks
Syncs and consolidates invoices, COGS, and payments for each sales channel
Cin7 Core will sync product reference and supplier contact details to Xero regardless of grouping or consolidation settings.
Prerequisites
Cin7 Core consolidation
Consolidated documents sync to Xero with the name format SO-<Date>/<Month>-<ShopType>(<ShopName>)-<UniqueNumber>. For example: "SO-2019/04/26-Shopify(MyShop)-1".
Once a consolidated invoice or payment has synced to Xero, you can't:
Edit the invoice or payment
Delete invoice or payment lines
Edit additional charges lines
Delete additional charges lines
You can:
Add a new payment
Change the invoice memo
These restrictions apply to simple sales, advanced sales, service sales, and credit notes.
Consolidation limitations
Sales must have an invoice for the payment to sync.
There is a limit of 500 lines per consolidated invoice. If you have more than 500 lines, Cin7 Core creates multiple consolidation invoices. For example, an invoice with 510 lines will be consolidated into two invoices. Invoice 1 with 500 items and Invoice 2 with 10 items.
Sales invoices and credit notes with different exchange rates are consolidated using the average exchange rate for the consolidation period.
You can't consolidate supplier deposits, purchase invoices, service purchases, or purchase credit notes.
Customer credits consolidate as payments if used to pay for sale invoices, or as money tasks if used as prepayment or created via a refund.
If you use both Amazon and Xero together in Cin7 Core, there are additional consolidation rules. The Amazon setting Xero synchronization mode: Consolidate by Amazon settlement takes priority over all Xero sync and consolidation settings.
Set up consolidation
You need to enable consolidation before you can see any other consolidation options.
Select Integrations from the main menu, then Xero.
Go to Sync options.
Enable Consolidate transactions.
When you enable Consolidate transactions, you can configure your consolidation settings and Sales channel sync type. Cin7 Core will apply changes to all pending transactions at the next sync.
Group transactions
You can choose how Cin7 Core will group your consolidated invoices and credit notes together:
By account
Sales are grouped by account into a single invoice and single credit note.By products and services
Sales are grouped by product or service SKU. Additional charges have their own SKU line.By product category
Sales are grouped by product category. Additional charges are displayed on a separate line.By Xero tracking category
Sales with a tracking category are grouped into an invoice for that category. Sales without a tracking category are grouped under All sales - Products or All sales - Services.
This grouping will only apply if you have Daily consolidate or Monthly consolidate selected for at least one sales channel in the Sales channel sync type.
Export all customers
You can sync customer contact details to Xero with the Export all customers option:
When enabled, Cin7 Core will sync all customer contact details to Xero.
When disabled, all consolidated sales will use the Cin7 Core sales consolidation customer which is set by Xero.
Cin7 Core always syncs product reference and supplier contact details to Xero, regardless of this setting.
This setting applies to all transactions (sales, payments, money tasks, and journals) synced to Xero.
Other journals
You can consolidate other journals into Xero including purchase manual journals, assembly journals, and similar entries. Cin7 Core will sync all journal entries with the same currency and date/month to Xero as a single journal entry either daily or monthly. You can also choose not to consolidate other journals.
COGS consolidation is controlled per sales channel in the Sales channel sync type.
Money tasks
You can consolidate money tasks (send money, receive money) to Xero. Cin7 Core will sync all money tasks with the same bank account code, date, and tax inclusive/exclusive status to Xero as a single entry either daily or monthly. You can also choose not to consolidate money tasks.
If you consolidate money tasks daily or monthly, you need to select the Money tasks type:
Only receive money
Consolidate all receive money tasks into a single money task. Spent money tasks sync separately.Only spent money
Consolidate all spent money tasks into a single money task. Receive money tasks sync separately.Consolidate receive and spent money tasks
Consolidate receive money tasks into a single receive money task and spent money tasks into a single spent money task.
Cin7 Core does not sync the reference data for consolidated money tasks to Xero.
Sales channel sync type
You can decide how Cin7 Core will consolidate Invoices (sales and credit notes), COGS, and Payments per sales channel. Sale manual journal sync type always matches a channel's Invoice sync type.
You can select a sync type for each sales channel and transaction type:
No sync
Turns off sync for that sales channel and transaction type. Transactions appear in your sync history as Skipped. You can turn off sync for a whole sales channel or just for specific transaction types.Individual
Each transaction syncs to Xero individually. This is the default for all sales channels and transaction types.Daily consolidate
Consolidate transactions with the same date into a single transaction. If more transactions occur on the same day after a sync, they consolidate into a separate entry for that day.Monthly consolidate
Consolidate transactions in the same month. Consolidated transactions don't sync to Xero until the end of the month. Other transaction data that falls outside consolidation settings continues to sync normally.
Transactions not listed in Sales channel sync type are not affected by consolidation.
If you choose either Daily consolidate or Monthly consolidate, Cin7 Core will join all transactions from that sales channel and type (e.g. payment) into a single transaction. Cin7 Core will consolidate:
Invoices (sales and credit notes) with the same date/month, currency, tax inclusive/exclusive indicator, and store.
COGS with the same date/month.
Payments with the same date/month, currency, and account.
The payment consolidation period can't be greater than the sale invoice consolidation period.
View and export consolidated transactions
You can view all consolidated transactions with their corresponding Xero transaction number. This includes sale invoices, credit notes, payments, refunds, COGS, and journals. Non-consolidated transactions are not shown here — view them in the Xero sync history instead.
Select Integrations from the main menu, then Xero.
Select Sync options.
Click View consolidated transactions. You must enable Consolidate transactions to see this option.
Click Export to download as a CSV file.
You can search for a specific transaction by entering its Cin7 Core document number or Xero consolidated number in the Search bar. You can also filter by transaction type.