Before you can sync invoices to Xero, each account in your Rex chart of accounts needs to be linked to its matching account in Xero. This is what tells Xero which account every invoice line belongs on, so when you split an invoice across several lines (for example, commission, admin fees and marketing recovery), each line lands in Xero on the right account with the right GST.
This article covers how to link your Rex accounts to Xero, the most common mapping mistakes, and how to fix them when an invoice won't sync or a line lands in the wrong place.
Please Note: You'll need to set up your accounts in Rex first, under Settings > Finance & Commissions > Chart of Accounts. For more on this, see - Chart of Accounts.
How Do I Link My Rex Accounts to Xero?
- Go to Applications > Xero from the left side menu
- Click Settings, then go to the Accounts tab
- Under Chart of Accounts, choose the matching Xero account for each Rex account
- Click Save
Link every Rex account you use on invoices, not just your main commission account. If an invoice has a line on an account that isn't linked, that invoice won't sync.
❗ Please Note: Each Rex Account Needs Its Own Xero Account
Link each Rex account to a different Xero account. If two Rex accounts are linked to the same Xero account, Rex won't show an error, but both lines will land on that one Xero account and take its GST rate.
For example, if your Office Commission and Marketing Recovery accounts in Rex are both linked to the same Xero account, those two lines will be combined onto one account in Xero, and one of them may end up with the wrong GST.
If a line lands on the wrong account in Xero, check this mapping first. Correcting the link also corrects the GST, so there's nothing else to fix.
How Is GST Worked Out on Each Line?
Rex sends each line's amount including GST, and Xero works out the GST using the rate set on the Xero account the line is linked to. This means the account mapping decides the GST outcome, so a line linked to the wrong account will take that account's GST rate.
Why Does a Line Say It "Has Not Been Linked to a Xero Account"?
When you sync, you may see an error like:
Invoice-INV-1234: 'Marketing Fee' has not been linked to a Xero account.
This means the account on that line isn't linked to a Xero account that Rex can use. This can happen when:
- The Rex account hasn't been linked to a Xero account yet
- The linked Xero account doesn't have an account code
- The linked Xero account has been archived in Xero since it was linked
To fix it, go to the Accounts tab and link the Rex account to an active Xero account that has a code, then sync the invoice again.
❓ FAQs
We tried a multi-line invoice before and it failed. What should I check?
Check the Accounts tab first. In most cases, one of the accounts on the extra lines wasn't linked to Xero, or two accounts were linked to the same Xero account.
All my lines synced, but two landed on the same Xero account. Why?
Two of your Rex accounts are linked to the same Xero account. Link each one to its own Xero account, then sync again.
The GST on one line looks wrong. What should I do?
Check which Xero account that line's Rex account is linked to. Each line takes the GST rate of the Xero account it lands on, so fixing the link fixes the GST.
The mapping looks right but the line still lands on the wrong account. Why?
If you've recently changed an account's number or code in Rex, the link may still point to the old Xero account. Re-select the Xero account for that Rex account on the Accounts tab and save. If it still doesn't sync correctly, contact our Customer Care team.
If one invoice fails, do the others still sync?
Yes. Only the invoice with the unlinked line is held back. Every other invoice you selected still syncs.