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Xero Self-Assessment Checklist

Xero Self-Assessment Checklist

We highly recommend you use this self-assesment checklist to review your readiness for the Xero integration:

  1. Reviewed the overview of the Xero integration (see details here)

  2. Reviewed how invoices and payments flow and understood them (see details here)

  3. Activated the Xero Integration, set default GL codes and set the sync date at the start of the next month (see details here)

  4. Added GL codes to all service types and usage (see details here)

  5. Added GL codes to all products (see details here)

  6. Setup and understood Payment Gateway in relation to Xero (see details here)

  7. Adjusted the credits process so that they’re Xero-compatible (see details here)

  8. Considered ‘Locking’ invoices for integrity (see details here)