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Matching Billable Items with Xero Chart of Accounts
Matching Billable Items with Xero Chart of Accounts
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Written by Traffio
Updated over a week ago

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

  1. Navigate to Billing on the sidebar

  2. Select the Invoice Cost Centres tab

  3. Select the desired Invoice Cost Centre

  4. 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)

  5. Select the Accounts tab

  6. 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

  7. 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.

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