Docs/Xero Integration

Xero Integration

Overview

NEXOS integrates with Xero to sync invoices and receipts to your Xero accounting records. The Xero integration offers full feature parity with the QuickBooks integration — auto-sync, manual sync, bulk sync, sync history, and configurable account codes.

Connecting Xero

  1. Navigate to Settings → Integrations
  2. Click Connect Xero
  3. Authorize NEXOS in your Xero account
  4. Configure your expense and bank account codes
  5. Enable auto-sync if desired

Sync Behavior

Auto-Sync — Approved documents sync to Xero automatically.

Manual Sync — Sync individual documents from their detail page via Sync to Xero.

Bulk Sync — Push all pending documents at once from Settings → Integrations → Xero → Sync Now.

Account Code Configuration

Configure Expense Account Code and Bank Account Code in Settings → Integrations → Xero → Account Settings. These replace Xero's default accounts for all synced documents.

Sync History

Full sync activity log available in Settings → Integrations → Xero → Sync History.

Disconnecting

Navigate to Settings → Integrations → Xero → Disconnect. All credentials are permanently cleared immediately.

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