For Traffio to send invoices to Xero, each line item with a dollar amount must be linked to an account in Xero. To achieve this, you need to configure your accounts within your invoice cost centre(s).
Before you get started on syncing your invoicing accounts, make sure you have set up your invoice cost centre and synced with Xero.
How to Sync Invoice Accounts
Navigate to Billing on the sidebar
Select the Invoice Cost Centres tab
Select the desired Invoice Cost Centre
If you've recently updated your chart of accounts in Xero, click the Sync with Xero button in the overview tab (this will make sure Traffio is aware of the latest changes)
Select the Accounts tab
Start matching your accounts, or if you assign all your sales to a single account (like "200 - Sales"), you can simply set the Default Xero Account to "200 - Sales" and leave it at that
Click Save
Default Account
If you assign all your sales to a single account (like "200 - Sales"), you can simply set the Default Xero Account to "200 - Sales" and leave it at that
If you code your sales in more detail, please follow the instructions below. We recommend selecting a Default Xero Account anyway, so new billable items can still be added to invoices and pushed into Xero.
Different accounts for specific billable items
Underneath the Default Xero Account is a list of all of your billable items in Traffio. Each item has a dropdown that allows you to pick a corresponding Xero Account that invoice line items should be coded against.
These act as an override for the Default Xero Account. If you are happy to use the Default Xero Account for a particular item, you can leave this override blank.