Set up your Xero integration

Connect triConvey to your Xero account to sync payment information to Xero automatically.

Table of Contents

• Getting Started
• About Xero integration
• Connect to Xero
  • Important notes when mapping accounts
• Troubleshooting issues with Xero integration
• Frequently Asked Questions

Getting Started

From 10 June 2024, if your firm has the Xero integration enabled, you must enable triConvey two-factor authentication on your account to continue syncing invoices to Xero. Learn how to enable two-factor authentication.

About Xero integration

When you create a finalised invoice in triConvey, the invoice details will flow through to Xero.

• An invoice will be automatically created in Xero.
• The invoice will be saved as Awaiting Payment under the invoice listing.

When you receive a payment or credit or you waive your invoice in triConvey, this will automatically apply against the corresponding invoice in Xero.

• The invoice will be displayed in the Paid listing.
• If you need to reverse the payment against the invoice in triConvey, this will automatically reverse the payment against the invoice in Xero and it will return to Awaiting Payment status.
• If you waive an invoice or partially waive an invoice, this will create a credit note. The credit note will map to the code you have set for Bad Debts in triConvey Firm Settings.

You can also download an invoice report from the Reports section in triConvey to assist your accountant/bookkeeper with their record-keeping in Xero.

1.    From the triConvey Companion Site web app, select the gear icon from the bottom-left corner.

2.    Select Firm Settings.

3.    Select Xero from the left menu and then select Connect to Xero.

4.    A new tab will open in the browser that redirects you to Xero. Log in to Xero with your account credentials.

5.    Select Allow access and wait for the window to load.

6.    Confirm that your connection has been successful.

Tip:  As our triConvey software is powered by Smokeball, you will see confirmation of Xero wanting to integrate with "Smokeball" instead of "triConvey".

7.    Navigate back to triConvey Xero Settings. There will now be a message notifying you that the connection is successfully established.

8.    Go to Firm Settings and select Xero from the left menu.

9.    Apply accounts to the newly available Xero mappings.

10.   Click Save.

If your triConvey firm was set up prior to 16th March 2023, select Enable Invoice Integration, then select Download Invoice Report for your accountant’s records.

Important notes when mapping accounts

• When mapping the codes in Xero, ensure that the GST configuration for those accounts match the GST settings in triConvey.
  

• For example, if GST is included in a triConvey item but the account in Xero that it is mapped to is GST-free, this may cause discrepancies.

• When an invoice is waived, a credit note is created that is attributed to the account set in Bad Debts. If you do not select a Bad Debts account, it will default to your Fee Income account.

We recommend seeking advice from your accountant/bookkeeper if required.

Troubleshooting issues with Xero integration

The first step is to make sure that the accounts are mapped correctly. If you still have issues with syncing payments, select Disconnect Xero from the bottom-right corner and reconnect to Xero.

Contact the support team if you still experience issues with syncing payments to Xero after reconnecting.

Frequently Asked Questions