Xero Integration // How does the Cloud POS Xero Integration work?
Integration between Cloud POS and the Xero accounting package is now available. Your Xero account MUST be at least a standard subscription - trial or starter accounts cannot be integrated.
The technical setup must be completed by Citrus-Lime, but once this is in place, you can use the integration to feed sales and purchase order data from Cloud POS into Xero.
Actions in Cloud POS
Fundamentally, transferring your sales data to Xero requires you to close the batch on each register on each day of trading, by running a Z report and entering your closing amounts.
The integration will not transfer transactional information from an open batch, so closing the batch is important in order to ensure that each day's sales data is carried over into Xero in daily blocks. This will help make sense when looking at data in accounting terms.
If you do not currently close the batch on each register on a daily basis, you will need to build this routine into your business processes.
With regards to purchase orders, only those which have been marked as complete will be passed across to Xero.