Xero Integration 2021-03-09T12:53:00+00:00

 

Simply put, when completing a sale or purchase in Aerotrack, press the Xero button at the bottom of the form. These transactions will replicate in Xero with matching line items, account codes and tax codes.

 

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Powerful functionality. Simply Integrated.

Our application takes care of the complex inventory management. Xero gets the information it requires to manage the accounting.

   

Simple setup

Integration between the two applications is a few mouse clicks away. Choose to authorise with your Xero account. This will open a web browser for you to enter your Xero credentials. Once logged in grant access to allow Aerotrack Systems to be a connected app. Your integration setup is now complete.

Import data from xero

Once connected we can import tax codes, accounting codes, customers and suppliers direct from your Xero account. On importing the system will check for duplicates (so there is no double up of data)

Completing a sale or purchase within Aerotrack

You will receive a message when data has been successfully transferred to Xero. If the transfer to Xero is not successful, you will receive a dialogue explaining what is incorrect or missing.

 

Advanced Options

Options are provided to import additional information from the Aerotrack application into the two Xero tracking fields. You can also choose to group the individual line items by account code (this could compress a 100 line sales invoice into a single line within Xero).

Security

User security exists to give rights allowing individual users to push records from Aerotrack to Xero.

 

 

 

 

 

 

 

 

 

 

 

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About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

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