INITIAL SET UP ON XERO
Login to the Xero website and navigate to the Chart of Accounts located in the Settings drop down menu.
- Set up your Chart of Accounts by inputting the relevant information
- In doing this you will also categorise the account:
Purchase – Direct Cost
Current Stock – Current Asset
Closing Stock – Direct Cost
Next you will need to set up your Tax rates. They can be accessed in General Settings located in the Settings drop down menu.
- Proceed to set up Tax component
The integration will sync contacts on both systems.
- New contacts on Xero will be synced to Farmflo and vice versa
- Updates to existing contact's records in either system will also be synced
(Xero contacts can be found on the "Add on" drop down menu.)