Q: How do I set up the Xero Integration with Xpos Cloud?

A: The Xero integration links your Xpos Cloud sales data with your Xero accounting software. Here is a summary of the setup process:

Prerequisites:

• You must have an Xpos Cloud account with a staff member login that uses the same email as your Xero account.

Setup Steps:

1. In Xpos Cloud, go to Settings > Apps & Integrations > Xero.
2. Log in to your Xero account.
3. Click Allow Access to grant Xpos permission to access your Xero data.
4. Map your sales data by linking Xpos subgroups, payment types, liabilities, and taxes to the appropriate General Ledger (GL) accounts in Xero.
5. Click the Save button.
6. Once the mapping is complete, you can manually send sales data to Xero by clicking "Send all Sales to Xero" and selecting a start date.

Important Notes:

• You can set the journal type to "Draft (Recommended)" in Xero to allow for changes before posting.
• You can enable an "Overnight" checkbox to automatically send sales data to Xero each night.
• If you add a new subgroup in Xpos, you'll receive an email alert and will need to update the mapping in the integration settings.

For more details, you can refer to the full guide here.