Xero

Stock on Hand Reconciliation
There is some important information that needs to be considered when reconciling stock on hand between WokGuru and Xero due to the way the FIFO/perpetual in...
Fri, 9 Feb, 2024 at 10:20 AM
Xero GL Account Codes and Tracking Categories
You can use a combination of Xero general ledger (GL) account codes and Xero tracking categories to optimise the integration between Xero and WorkGuru to be...
Fri, 9 Feb, 2024 at 10:40 AM
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...
Fri, 9 Feb, 2024 at 10:22 AM
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...
Fri, 9 Feb, 2024 at 10:01 AM
Xero Tax Codes
Setting the correct tax codes is an important part of the integration between Xero and WorkGuru.  WorkGuru has built in tax rates by these are designed to b...
Fri, 9 Feb, 2024 at 11:52 AM
Managing Xero Tax Rates
Currently, WorkGuru will sync the current tax rate list in full from Xero.  If you need to add, remove or update the tax rates, these need to be done in Xer...
Fri, 9 Feb, 2024 at 10:08 AM
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.   Disconnecting Xer...
Fri, 9 Feb, 2024 at 10:23 AM