Finance with Xero

Infoodle is able to work with Xero in order to streamline your financial processing. We understand that you have been through a process of reconciliation in Xero, but infoodle needs to connect the individuals within infoodle that the transactions re...

Before you start - ensure you have the correct permissions in Xero that allow you to connect a Connected App to your account. More details can be found on the Xero website: https://central.xero.com/s/article/Getting-started-with-Xero-Connected-Ap...

Its common to hold your contacts in Xero. These contacts need to also exist in infoodle so you can connect transactions to people, and generate receipts or report on them. As you reconcile transactions you are matching transactions to contacts. Thes...

If Xero is your primary administration tool then you may with to often get directly from your Xero contact page back to infoodle and show the contact in infoodle. This is possible by performing two steps: Reconcile Contacts : You will need t...

infoodle is able to take the contact information you maintain and keep Xero in line with that too. For example, when you change to a persons email address, the email address in Xero can also be automatically updated. Sending a new infoodle contact...

Infoodle is able to read the line items of transactions imported from Xero and try and match the information there with people you have already loaded into infoodle. In order to do this you need to tell infoodle what format you use. It does this on ...

There are times when you wish to create one or a list of transactions and push these to Xero in order to create a receive money transaction or invoice the transaction in Xero (see Xero for more info ). The advantage with this is that you can give...

For Xero transactions Click Finance on the Navigation Menu. Click Transactions and then Transaction Status . Choose the bank account in to which you reconciled the transaction or batch code or one of the dates. You don't need a date -...

Once a form entry is approved in infoodle, you can create an invoice in xero. This can be done immediately after approving the entry, or you can do this at a later date by bringing up an approved Form Entry and following the same process. Proce...

How does infoodle process Xero invoices and payments? The decision to process an invoice or payment is made based on a payment being made. Therefore just loading an invoice into Xero will not import anything into infoodle. Once a full or part paym...

Tracking categories in Xero provide a powerful mechanism to tag your transactions. Different organisations use them for different purposes, and some of these purposes are relevant to infoodle. Tracking categories can be linked to an infoodle Donor, ...

During the conversations infoodle has with xero, there are a number of statuses that can occur. Most of them don't require any interaction from you. The first thing to check is whether Xero themselves are having issues. Xero status page Thes...

What is a Quick Download When connected to Xero, infoodle will automatically connect and check for new or updated Xero data on a 3 hourly Cycle. However, there may be times when you want to trigger an Xero Data import, and this can be done from in...

How will it affect the transaction in infoodle? If you have not reconciled the transaction in infoodle, then changes made in Xero will be automatically updated into infoodle at the next sync. If you have reconciled it then infoodle flags the f...