In order for Traffio to push invoices through to Xero, each line item in an invoice with a dollar figure needs to be linked to an Account in Xero. To do that, you have to configure your accounts in your invoice cost centre(s).
Getting started
Before you get started on syncing your invoicing accounts, make sure you have set up your invoice cost centre and synced with Xero. Then:
How to sync invoice accounts
Go to Billing on the sidebar in Traffio.
Go to Invoice Cost Centres at the top, and pick the cost centre you would like to set up.
If you have recently made changes to your chart of accounts in Xero, push the Sync with Xero button in the Overview tab of your cost centre. That ensures Traffio knows of all your latest changes in Xero.
Go to the Accounts tab
Start matching your accounts or If you code all of your sales to a single account in your books, "200 - Sales" for example, you can simply set the Default Xero Account to "200 - Sales" and leave it at that.
Save
Default account
If you code all of your sales to a single account in your books, "200 - Sales" for example, you can simply set the Default Xero Account to "200 - Sales" and leave it at that.
If you code your sales in a more detailed fashion, please follow the instructions below. We advise that you pick a Default Xero Account regardless, so newly added billable items can still be put onto 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.