WorkGuru sends Sales Invoices, Bills (from Purchase Orders), Cost of Goods Sold journals and Contacts from WorkGuru through to Xero.


WorkGuru will never send data to Xero (or retrieve data from Xero) without your explicit permission. 


To sync data to Xero, Go to Accounting --> Xero


From this screen, you can see what data to send to Xero, and how many un-synchronized records there are. In the example below, There are 10 Contacts, 3 Invoices and 1 Purchase Orders that haven't yet been sent to Xero. To send this data, simply click on each of these links.



In the event that there is an error sending data to Xero, WorkGuru will display an error message telling you exactly what the problem is, and allow you to go and update the data to fix it.

Sending Cost of Goods Sold

Cost of Goods sold is an exception to the rule of how WorkGuru integrates with Xero. For each month, WorkGuru keeps a single journal which moves the Stock on Hand, to COGS accounts based on all of the transactions for the month. This prevents sending hundreds of journals across to Xero and makes it significantly easier to compare any errors or discrepancies between Xero and WorkGuru in a single line item. You can sync your COGS every day, to keep your books up to date, or just once a week, or month. It's entirely up to you.