Xero Accounting Integration
You can integrate your Xero account with Thread so that your issued bills and client's data in Thread sync with Xero. First, you need to turn the integration on and sign in daily to ensure the sync is successful.
Turning on Integration with Xero
To integrate with Xero accounts, first Xero must be toggled on in the Integrations tab of Thread.
- 1. Select the settings tab
on the bottom left of your menu.
- 2. Select Integrations tab and then Commons.
- 3. Toggle On Xero to turn on integration.
Daily Sign In
To ensure your data is syncing regularly, sign in to Xero using the link in your Thread personal settings.
- 1. Once integrated, click on your username/initials located in the top left corner. Select Personal Settings.
- 2. In the Account Integration tab, click Xero, then Sign in.
- 3. On the Xero page, log in using your login details for Xero and allow access.
- 4. The account will integrate with Thread. You can view the account details and information on the Thread application.
It is important to complete the steps above daily. Each morning, please ensure that you are connected to your integrated accounts - you should see a Xero icon (located just over Sign out) once you click on your username/initials on Thread, confirming that you are synced to Accounts. Data Sync
The data that will sync from Thread to Xero include your main client's details such as full name and email address, and all items included in the issued bill with the corresponding value (exception: fixed fee bills). You will only see the synced data in Xero once the bill has been issued in Thread.
You must have a Primary/Main client on the matter for the bill and client to sync with Xero. If you are not seeing your client and bill in Xero, check that your client is assigned as primary/main client on the matter, and the bill has been issued.
Thread does not sync any financial data such as payments, cheque requisitions, or client accounts transactions. Bills Sync
Once the issued bill has synced with Xero, it is not possible to un-issue it in Thread. Tax amounts generated in Thread are not transferred to Xero, Tax amounts are handled separately in Xero, however the total records and bill amounts will show Tax inclusive amounts from Thread. Follow the steps to Include Matter Time in a Bill, then Issue Bill. You can use any template for creating a bill, it will not affect how the bill will show in Xero. You will see that the bill synced with Xero on the Financial > Bills tab of the matter in Thread.
Once the bill has been issued in Thread, you will see it showing in Xero Invoices page.
All items included in the bill will be listed on the invoice, with time record name, and value amounts (does not apply if fixed fee - see more details below).
Time, hourly rates, and Tax rate or amount do not show in Xero. Items will show only with the name and total amounts (Tax included). Thread:
Xero:
You can make any further changes to the invoice in Xero as needed. If you have multiple matters for the same client, you can include matter name or matter code in the bill name in Thread which will show as invoice Reference in Xero; or use a note field on the invoice in Xero to show it on the invoice. The matter code and name will not sync from Thread to Xero.
Thread integration with Xero is a one-way sync, any changes made in Xero do not sync back to Thread. If the matter in Thread is set to bill a Fixed Fee, the invoice in Xero will only show one item with fixed fee amount. Time record titles will not be showing on the invoice in Xero.
Thread bill
Xero invoice
Clients Sync
To view your customer details, on the Customer page in Xero click on the customer you wish to view. Thread syncs contact name and email address with Xero, which can be seen in Contact Details in Xero.
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