Connecting your Xero account? Follow our step-by-step guide |
What happens when I connect my Xero account?
Once connected, the Omni Platform will automatically start sending a copy of our vendor bill and credit notes to your Xero account. Every line item in an invoice will be assigned to your Xero account codes automatically, thus significantly reducing administrative work for your Finance Manager.
Will I continue to receive invoices by email?
Yes. You will always receive a copy of your invoice via email - even after connecting your Xero account to the Omni Platform.
Are there any requirements for setting up the Xero integration?
You need to be a Super Admin in the Omni Platform, and have admin access to your Xero account. We recommend that the integration is set up by your Finance Manager, as they will be asked to map our invoice line items to your internal Xero Account Codes.
Can I change my mapping of Xero account codes after I have completed the integration?
Yes, Xero Account codes mapped to Omni Platform invoice line items can be changed at any moment. Simply visit the Integrations page in the Omni Platform, click the 3-dot menu under Xero, and click Configure.
Is this a 2-way integration?
No. This integration only sends Invoices and Credit Notes from the Omni Platform to your Xero account, but not the other way around.
Do invoices get sent to Xero automatically or do I need to do it manually?
As long as your Xero account is connected, newly issued Invoices and Credit Notes will be sent automatically.
Are expenses linked to Xero?
No, for now any expenses in the Omni Platform are not linked to Xero.
What happens if the integration stops working correctly?
In the unlikely event that there is an issue with your integration, and we could not send over an invoice, you will be automatically contacted by email to explain the issue. Most errors can be corrected by simply re-setting up the Xero integration (but don't worry - we remember your account mappings so you don't have to re-enter everything from scratch!).
Meanwhile you will continue to receive a copy of your Omnipresent invoices via email for your action.
Can I delete the integration to Xero / disconnect my Xero account?
Yes you can! Simply visit the Integrations page in the Omni Platform, click the 3-dot menu under Xero, and click Disconnect Xero.
What happens if I disconnect the integration? Will I lose any data?
No, everything will stay as it is, you just won't receive a copy of your Omnipresent invoices in your Xero anymore. Invoices will continue to get sent via email.
Help! My integration doesn't seem to be working
In case you spot an issue with your integration, or find your invoices are not appearing in Xero, please start by disconnecting & re-connecting your Xero account via the Omni Platform.
If that does not resolve the issue, please contact the Omnipresent Support team and mention:
What is the issue you are facing
Any errors that appear either in the Omni Platform or in Xero
Invoice numbers that not sync to your Xero account (this can be found in the PDF copy of the Invoice that was emailed to you, or in the Invoices section in the Omni Platform)