How does data flow between Auxo and Xero:
Auxo | Data Flow | Xero |
|---|---|---|
| New Customers ====> |
|
| <==Synced Customer Data==> |
|
| Invoices====> |
|
| <==Invoice Credits==> |
|
| <==Payments==> |
|
Customer Data
Auxo is the master database for customer data, any new customers created are uploaded to Xero. Once a customer is uploaded to Xero it has been synced between the products, any changes made in Xero will also update Auxo data and vice versa.
Invoices
Within Auxo Jobs are created and built. Once a job is completed and all charges and stories are loaded the job is invoiced. Invoiced jobs are uploaded to Xero as authorised invoices awaiting payment.
Edits in Xero do not update the Auxo invoice.
An Auxo invoice can be edited until a payment or credit has been match to it.
Invoice Credits
Invoice credits should be done in Auxo as they upload to Xero. A Xero credit will not be downloaded into Auxo, but if the Xero credit is matched to a Auxo invoice this will reduce the invoice balance (In Auxo).
Example of a Xero created Credit Note reducing the Auxo invoice balance.
Payments
Payments to invoices can be processed in either AUXO or Xero.
We recommend using a payment clearing account to manage payments