Xero - Getting started
What does the connection do?
The Utilmate-Xero integration does two things.
- Daily at 1pm, Utilmate imports all customer payments from your bank accounts (provided you already have them connected to Xero) to Utilmate and allocates them to the right customer.
- On the 1st of each month, Utilmate exports draft journals to Xero for the previous months' sales.
This reduces manual data entry, saving you time and increasing accuracy.
Important: Utilmate can only be linked to a single Xero organisation. You cannot link separate outlets to multiple Xero organisations.
Xero set-up and connection
Important: If you haven't already, we recommend talking to your accountant before turning the connection on. Watch the Get started with Utilmate and Xero video on how to connect Utilmate with Xero or follow the step by step instructions below.
Connect to your Xero account
Log into Utilmate, click Add On's from the Maintenance menu.
Click the Connect to Xero button for the Xero connection.
Enter your Xero login details and click Log in.
Select the Xero organisation to match to Utilmate then click on Allow access to complete the integration.
You'll be taken back to the Add On's screen in Utilmate. Utilmate and Xero are now connected.