(For Version 5 onwards)

Enable Jobsheet to link to your Xero.com account

To enable Jobsheet to link with your Xero account, you need to authorise it. This is a very simple process.

1. Go to Admin > Xero Setup

2. Check the sales codes setup at the bottom of the page. These should match your Xero account codes for materials & labour. We recommend you separate these to give you much better reporting.

3. Click the button "Authorize this Jobsheet account with Xero"

4. This will take you to the Xero website where if you will need to log in (unless you are already)

5 Confirm you would like Jobsheet to link to Xero, and you will be returned to Jobsheet again

How to use the link:

1. When you create an invoice, you will see a "Send to Xero" link - click this and the invoice will send and lock. The invoice will show in Waiting Payment as sent to Xero (has the Xero icon next to it). You can not reverse an invoice once it is sent.

3. Set up tracking (optional): Admin > Add & Delete Users > User account. After you set up tracking in Xero you will see on all user accounts the ability to link the user in Jobsheet with a tracking code in Xero. 

See tracking article for more information on this.