How To: Carry Out the Initial Xero Setup

This page details the steps required to enable and set up your Xero Integration in Khaos Control in order to start exporting information to your Xero Account.

Before You Begin

1. Log into your Live database when setting data up and performing your Xero integration.
2. Create a 'Stock Adjust' nominal account in your Xero account which will be required for the 'Stock Adjust' account mapping. It should be of type 'Direct Costs' with zero VAT.
3. You must ensure a Sales Delivery Nominal account exists in your Xero system which will need mapping to the Sales Delivery nominal in Khaos Control. This should be of type Revenue with VAT.
4. You must ensure a Purchase Delivery Nominal account exists in your Xero system which will need mapping to the Purchase Delivery nominal in Khaos Control. This should be of type Expense with VAT.
5. You must ensure that a stock item of stock code PDELIVERY exists in your Xero account and it is mapped to the Purchase Delivery Nominal created in step 4.

Initial Setup

The following steps need to be completed the first time you set up your Xero integration:

1. Enabling Xero Integration.
   1. Open [ System Operations | Edit System Values | Accounts - General ].
   2. Tick the 'Accounts Integration' checkbox.

After enabling Xero in Khaos Control, you will need to connect to your Xero account in order to complete the setup:

1. Open an Accounts screen (show me how).
2. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
3. Select "Xero Integration" from the "Other Actions" menu.
4. Click the 'Actions' button and select '[Connection] Connect '.
   Note: Once this is clicked, Khaos Control will attempt to communicate with Xero by opening the Xero website in a web browser.
5. In the Xero web browser, log in to your Xero account.

The next step is to fetch the Nominal Account information from Xero:

1. Open an Accounts screen (show me how).
2. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
3. Select "Xero Integration" from the "Other Actions" menu.
4. Click the 'Actions' button and select '[Setup] Get Nominal and Tax Accounts'.
   Note: This step will fetch the nominal accounts already set up in Xero and make them visible to map to in Khaos Control. It will not recreate the nominal accounts from Xero in Khaos Control automatically. You will need to ensure that any nominal accounts you want to map to Xero are already set up in Khaos Control.
   Note: If you subsequently create any new nominal accounts in Xero, you will need to repeat this procedure.

The next step in your first time setup of your Xero integration is to apply the Default Setup. If you don't already have a Stock Adjustment nominal set up in Xero, you will want to create one first and run Get Nominal Accounts again (see above) before applying the default setup.

1. Open an Accounts screen (show me how).
2. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
3. Select "Xero Integration" from the "Other Actions" menu.
4. Click the 'Actions' button and select '[Connection/Setup] Apply Default Setup'.
5. Acknowledge the popup.

You should now be able to see that the Nominal Defaults and two nominals in the middle grid (Stock and Stock - COS) have been mapped automatically.
Note: The system will specifically look for Xero account names 'Inventory', 'Cost of Goods Sold', 'Stock Adjustment', 'Sales' and 'General Expenses'. If the names of these have been changed in Xero, the sync might not work fully.

If you use different nominal defaults to those selected when using the 'Apply Default Setup' function, you can manually map or change the mapping for the Nominal Defaults by following these steps:

1. Press Alt+E or click to enter edit mode.
2. Click in the dropdown next to the nominal default you wish to select or change.
3. Select the Xero Nominal Account.
4. Press Ctrl+S or click to save.

See Also

• Accounts overview