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 refer to, and as such there is another reconcile process that needs to be done in infoodle.

We have gone to lengths to make this as simple as possible, and for infoodle to do as much of the matching as we are able.

You will first need to consider how you go about your process in Xero and how you want that to integrate with infoodle. In conjunction with that is to consider the way you wish to receipt.

In general, we recommend that you focus on reconciling Xero to a detail level. There are a couple of different ways that people use Xero when thinking about receipting.

1. Transactions reconciled to contacts

In this scenario, you will have every individual/couple/family/organisation loaded into Xero as a contact. You may or may not be storing phone numbers and addresses against these individuals. As such Xero is considered the 'master' for your person records. You are probably creating these contacts by entering the contact name in the reconcile screen.

Infoodle will import your contacts from Xero automatically every night. You then need to establish these contacts in Infoodle. There is a contact reconcile screen in infoodle which helps you through the process. See Xero contacts for more info.

When you reconcile transactions in infoodle, the payee will now be automatically recognised so you don't need to search for them.

2. Tracking categories

In this scenario, you will use Xeros tracking category function to assign a transaction to an individual. This isn't an ideal mechanism, but it works and Infoodle can work with it.

Infoodle will import your tracking categories from Xero automatically every night. You then need to establish these records in Infoodle. There is a tracking category reconcile screen in infoodle which helps you through the process. See Xero tracking categories for more info.

When you reconcile transactions in infoodle, the payee will now be automatically recognised so you don't need to search for them.

3. Line item descriptions

This mechanism is more manual on the Xero side. By using the 'add receive item' function when reconciling in Xero you can enter a line item break down of the transactions. There is space for the Description. If you use a standard format for these descriptions you can get infoodle to recognise that. e.g. "Lastname, Firstname" or "Nr Giving number".

You can setup the system settings in Infoodle to recognise these line items and try and match the information with the people you have loaded into infoodle. See Line item description matching for more info.

When you reconcile transactions in infoodle, the payee will now be automatically recognised.

To get started - please see the Xero getting started page.