Connect Xero

Video coming soon

1. 1Open Settings, XeroIn Settings, click Xero, under How you work. It's also on the Integrations page, under Accounts, and on the phone under More, Xero.
2. 2Connect XeroClick Connect Xero. Xero opens: sign in, tick the organisation your invoices go to, and click Allow access. You come back to Plana, which says Xero is connected. If you allowed more than one organisation, pick the one to use and click Use this one.
3. 3Check how invoices go inUnder How invoices go to Xero, check Sales go to and GST on sales match what you use in Xero, like 200 Sales and GST on Income. Approved in Xero on means invoices arrive approved and owing, ready to send from Xero; off, they arrive as drafts for someone to approve there. Every change saves straight away.
4. 4Issue an invoice and see it in XeroIssue an invoice on a job as you always do. A moment later the invoice on the job's Quote / invoice tab says In Xero, with Open in Xero beside it. It's there under the same number (JI30016, say), for the job's customer: Plana finds them in Xero by their ABN, then by name, and adds them if they aren't there. Cancel the invoice in Plana and it's voided in Xero; change it and it changes there too, as long as nothing is paid on it in Xero.
5. 5Money paid in Xero comes backWhen the money comes in, match it to the invoice in Xero as you normally do. Within a minute or so it shows on the invoice in Plana as a payment with the Xero mark beside it, and the job moves to Paid once everything is paid. Credit notes put against it in Xero come back too. To take one off, take it off in Xero. If you'd rather record payments in Plana, pick a bank account under Payments, and each payment you record goes to that account in Xero.
6. 6When Xero says noIf Xero doesn't take an invoice, the invoice says why in Xero's words, like a job with no customer, with Try again beside it. Put it right, then click Try again. Settings, Xero lists every invoice Xero didn't take. Sync now there sends anything waiting and reads back what's been paid. An invoice from before you connected says Not in Xero, with Send to Xero if you want it there.
7. 7Supplier bills, if you likeUnder Supplier bills, switch on Arrived orders become draft bills in Xero and pick the account they go to. Each purchase order you mark arrived goes to Xero as a draft bill from its supplier, to check against their invoice and approve there. Any placed order can also be sent by hand with Send to Xero on the order.