Expedient has developed a direct link with the external accounting software ‘Xero’.
This new integration will allow information to be sent between Expedient and Xero so accounting processes can be performed in either software.
This integration includes:
Outbound:
- Sending Expedient invoices to Xero (debtor and creditor)
- Sending Customer Masterfile records to Xero
Inbound:
- Receiving payments/receipts from Xero (actioning Expedient invoices)
- Error message emails
Users will be able to map:
- Expedient Alpha Charge Codes to Xero Chart of Accounts for both creditor and debtor invoices
- invoice charge code descriptions as either the charge description or charge description + job number (e.g. Freight – 300123)
- Debtor invoices reference field to either the Job number or the Customer/Shipper Ref on the Job
- Expedient bank accounts to Xero bank accounts
To have this integration set up, the following pre-requisites must be met:
- an active Expedient Account
- an active Xero account
- paid for the Xero integration package
- access to the following Xero link with your Xero login details: App management – Xero
- ADD/UPDATE permissions for the following Expedient screens:
- Administration -> Interface -> Outbound -> Corporate Comprehensive EDI
- Administration -> Interface -> External Financial Connections -> Mapping Configuration
If you would like to use this integration, please contact Expedient support for pricing information.
If you would like more information around the functionality and capabilities of this integration, please see the new ‘External Accounting Software Integration Guide’,
located in the Support Manuals.