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.
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.
Set the default tax rate
How Gorelo syncs with Xero
The following table explains how to use invoices in Gorelo to ensure they sync in Xero, and vice versa.| Action | Do it from |
|---|---|
| Creating an invoice | Gorelo |
| Approving a drafted invoice | Gorelo or Xero |
| Sending an invoice | Gorelo |
| Posting a payment | Xero |