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Documentation Index

Fetch the complete documentation index at: https://help.gorelo.io/llms.txt

Use this file to discover all available pages before exploring further.

Gorelo integrates with Xero, which allows you to sync clients, invoices, tax rates, payments and more!
1

Navigate to Settings > Integrations.

2

Click the ⚙️cog icon to configure Xero.

3

Click the Connect to Xero button.

Image 147
4

Log in with your Xero account.

Select the appropriate organization (if there are multiple) and click Allow Access. You will then be redirected back to Gorelo with a success message.
Image 148
5

Select a default Chart of Account (COA) code from the list.

  • This will be used for any item synced from Gorelo to Xero that does not have a COA code applied automatically to the product/bundle/category.
  • It is recommended to create a new COA code such as ‘4444 Uncoded from Gorelo’ to make it obvious when something synced without a legitimate COA code. If this code has just been created then F5 refresh while on the ‘Integration with Xero is successful’ screen so it appears, or start the integration again.
6

Click the Complete Xero Integration button.

7

Navigate back to Settings > Integrations.

8

Click the ⚙️cog icon to configure Xero.

9

Click the View Clients button.

10

Map any remaining clients in Gorelo to contacts in Xero.

11

Click Update.

Tips!
  • Clients in Gorelo with identical names to Contacts in Xero will be mapped automatically.
  • Chart of Account (COA) codes can be set individually on the following levels:
    • Products
    • Bundles
  • Chart of Account (COA) codes can be set via Product Categories and Subcategories — products/bundles will then inherit these COA codes.

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Set the default tax rate

1

Navigate to Settings > Billing > Invoice Settings

2

Click the Sync button in the top-right corner to resync.

3

Set your default tax rate.

Click the Mark as default button on the far right of your chosen tax rate.
Tips!
  • Tax rates can be set individually on the following levels:
    • Products
    • Bundles
    • Contract line items
    • Invoice line items
  • Tax rates can be set via Product Categories and Subcategories — products/bundles will then inherit these tax rates