Invoice Settings

Syncing invoices with Xero requires each invoice line item to have an associated account from the Chart of Accounts. You can map these accounts set up in Rex to the accounts set up in your Xero account.

Important note: you'll need to set up accounts first in 'Finance & Commission' > 'Chart of Accounts'

To map your Rex chart of accounts to your Xero chart of accounts;

1. Go to 'Applications' from the left side menu > 'Xero'
2. Go to the 'Invoices' tab
3. In the table, set the associated Xero account for each Rex account
4. Click 'Save'