Linking Xero

Introduction

CWS can connect to the Xero Accounting package and perform the following operations:

1. Push Group Scheme Invoices to Xero. Invoices will appear in Xero as an Invoice in the receivable account you select.

2. Receive Payment notifications from Xero to mark an invoice as paid within CWS. This will automatically add payments to each of the workorders, create a distribution based off the workorder and push the distribution to Xero.

3. Push Group Scheme Distributions to Xero. Each individual Location's items will appear in Xero as Bills, enabling you to set up an RCTI Process (Recipient Created Tax Invoice).

Once the Xero / CWS connection is set up, you may then assign it to individual Group Schemes. This allows you to use choose your Xero connection on a per group scheme basis.

Creating a new CWS to Xero Link

1) Open the group scheme settings for the group scheme you want to connect

2) Scroll down to the Xero Settings Section

3) Click the Plus sign next to the Xero Connection selection field. This will open a new pop up window to initiate the authorisation process.

4) Click Authorise CWS to be redirected to Xero for authorisation

5) Login to Xero and select the company you wish to link to CWS. Then click Continue with 1 organisation. You will be redirected back to CWS to complete the process.

6) Click Close Window and Select New Connection to populate the Xero Connection field on the group scheme.

7) Continue with the following section...

Assign an existing CWS to Xero Link

1) Open the group scheme settings for the group scheme you want to connect

2) Scroll down to the Xero Settings Section.

3) Select an existing Xero Connection.

4) Enable which sections you would like to operate with Xero

5) If required, override the default CWS Receivable and Payable account identifiers.

The default Accounts Payable and Accounts Receivable identification cods are 300 and 200 respectivly.