New Features in the Xero Integration

We are excited to announce that several new features have been added to the Xero Integration! For a full step-by-step guide on new and existing features, check out the Xero Integration help guide.  

Due Date Pay Terms

This feature gives you greater control of your invoice due date. You can now set your due date by:

  • X day(s) after the invoice date
  • X day(s) after the invoice month
  • X of the invoice month
  • X of the following month 

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You must have Xero selected as your Accounting Integration to access this feature:

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Configuration Settings

A new Configuration Settings menu has been added to your Xero Integration page: 

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These settings are Outlet Specific. Meaning, if you have multiple venues then these settings will allow you to apply specific settings per Outlet.

Set Default GL Codes Configuration By Outlet

This option allows you to set a default GL Code for food/beverage, rounding, non-food/beverage, and freight for your Outlet:XeroArticle

If there are Suppliers or individual items within your Outlet that require a different GL Code then you can still specify unique settings for them the same way as you normally would.

Invoice Status Code

This option allows you to choose the default Invoice Status Code:

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This Invoice Status Code will be used to determine where each of your invoices will go in Xero:

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Edit Supplier Links

This option allows you to match your CTB AND CO. suppliers with your Xero suppliers. 

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Want to find out more? Should you require further assistance, please Contact Us or start a live chat today!