Xero

Xero Information

Xero - Version 6024 and above
The latest version of SAM X
Sun, 12 Jun, 2022 at 11:00 AM
Xero - Up to version 6022
Older versions of SAM X
Sun, 12 Jun, 2022 at 11:03 AM
[SAM] Xero FAQ's
Xero integration frequently asked questions Why didn't my customer or supplier sync to Xero? Newly created customers/suppliers in SAM will not...
Mon, 12 Sep, 2022 at 2:56 PM
[SAM X] Batch Error: Invoice not of valid status for modification
This article is relevant for SAM version 6024 and above. Click HERE for details on how to check which version you have. Xero batches error: ...
Sun, 12 Jun, 2022 at 10:51 PM
[SAM] How to invite a new user (in this instance SAM) to your Xero account
These instructions will go through how to invite/add SAM Support to access your Xero account It is suggested that you refer to the Xero knowledge base ...
Tue, 30 Aug, 2022 at 11:56 AM
[SAM X] Xero Payment Reconciliation
How to reconcile payments in Xero that were posted/completed in SAM.   Any payments completed in SAM must be reconciled in Xero using the paymen...
Sat, 21 Aug, 2021 at 10:09 PM
[SAM X] Disconnecting From Xero
TABLE OF CONTENTS 1. Disconnect from within Xero 2. Disconnect from SAM 2.a. Open Xero setup 2.b. Click on Disconnect from Xero See this a...
Tue, 30 Aug, 2022 at 11:59 AM
[SAM X] Connecting SAM to Xero
Log-in to Xero before you start. You will need to be using Chrome for this to work The interface will not work if this Xero login is deleted/remo...
Thu, 9 Jun, 2022 at 12:21 PM
[SAM X] Xero integration Data Flow
How does data flow between SAM and Xero Customer data SAM is the master database for customer data, any new customers created or edited are uploade...
Fri, 10 Jun, 2022 at 2:34 PM
[SAM X] Accounts, Transactions and GL Flow
This information will help the people who are balancing the books to fully understand how transactions flow between SAM and Xero Integration SAMXero ...
Sun, 12 Jun, 2022 at 10:39 PM