Xero

Xero and WorkGuru Overview
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
Recommended End of Month Procedure
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
Connecting Xero to WorkGuru
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
Updating Xero Settings
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
Sending Data to Xero
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...
Wed, 30 Aug, 2023 at 10:29 AM
Sending Timesheets to Xero
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...
Wed, 5 Jul, 2023 at 4:15 PM
Managing Xero Tracking Categories
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
Common Xero API Error Messages
When sending transactions from WorkGuru to Xero, you may encounter an error message.  This is the message that WorkGuru is receiving from Xero with the reas...
Fri, 10 Nov, 2023 at 1:47 PM
Manually Handling Retentions in WorkGuru and Xero
Retentions in WorkGuru can usually be handled much more efficiently using our built-in retentions workflow.  This automates the retention workflow to the pr...
Mon, 20 Nov, 2023 at 12:32 PM
Disconnecting and Reconnecting to Xero
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