When and how does data sync occur?
We only sync data from WorkGuru to Xero when you manually hit the send buttons! We believe that automating this process can create too many issues with incorrect data being pushed through to Xero before you're ready.
Does it matter what I change in what system?
YES! Every integration works based on a specific process, and just changing things in either system, won't always give you the outcome you're expecting. The simplest way to think of it, is that if it's anything to do with an operational element (e.g. A Quote, a Project, an Invoice or a PO) it should be done in WorkGuru.
If it relates to your Chart of Accounts, Tax Codes / Rates or Bank Reconciliation, it has to be done in Xero.
Can I set the integration to send data automatically?
No. At this stage, we require manual push of data, but don't worry. It only takes a few seconds to send dozens of invoices and purchase orders to Xero
How do COGS and Purchase Orders for jobs work?
WorkGuru deals with two kinds of Purchase Order (PO) - Project POs, and Inventory POs.
Project POs are simple. We don't receipt the stock into inventory as it is automatically allocated to the project. This means that purchases for that project go straight to your default expenses account specified in your Xero settings.
With an Inventory PO (that is, a PO not assigned to a job), the PO increases your Stock on Hand account by the value of the PO, and makes no entry into your expenses account. Only once you use items from inventory, will the expense be recognised, and WorkGuru will create a journal from you Stock on Hand account, to your Cost of Goods Sold account.
How do I disconnect from Xero
From the WorkGuru Application, go to Accounting -> Xero. At the bottom of the page, there is a Disconnect from Xero button. Click this, and we'll disconnect WorkGuru from Xero.