Xero
WorkGuru is designed to work seamlessly with Xero to remove double entry and allow you to separate your operational functions from your accounting system. ...
Mon, 3 Apr, 2023 at 3:03 PM
To connect WorkGuru to Xero, the only requirement is that you must have adviser level permission to connect Xero securely. Connect to Xero Sync Xero Data...
Mon, 3 Apr, 2023 at 3:51 PM
If you have updated your Xero chart of accounts, tax rates or tracking categories, these won't automatically update in WorkGuru and will need to be re-s...
Thu, 6 Apr, 2023 at 1:21 PM
Currently WorkGuru doesn't send transactions to Xero automatically. As transactions are in the state to be sent to Xero, they will be added to the Xero...
Thu, 23 Mar, 2023 at 3:36 PM
WorkGuru can take approved timesheets, round them up to a daily total, and send them through to Xero ready to populate your employee timesheets in the curre...
Mon, 3 Apr, 2023 at 2:54 PM
Currently, WorkGuru will sync the current tracking category list in full from Xero. If you need to add, remove or update the categories, these need to be d...
Mon, 3 Apr, 2023 at 2:49 PM
API Message CauseResolution The TaxType code 'OUTPUT' cannot be used with account code 'x'. Tax on a line item on that PO is configured as ...
Mon, 3 Apr, 2023 at 3:39 PM
In WG the retention process is the same as Xero as shown in the video below. The only difference is WG will supply the invoice and credit note to Xero inste...
Wed, 21 Dec, 2022 at 10:24 AM
If you need to disconnect from Xero for any reason, you can do this from the Xero dashboard by clicking the Disconnect from Xero button. If you need to r...
Thu, 23 Mar, 2023 at 3:01 PM
To ensure WorkGuru and Xero are working in balance we recommend the following end of month procedure: 1. Projects, Production Jobs and Stock Sales. Ens...
Wed, 5 Apr, 2023 at 1:07 PM