Linked Xero contact field mapping
Enabled the “Create a linked Xero Contact when creating an Organization?” or “Update a linked Xero Contact when editing an Organization?” options on your integration screen? This is how values are mapped between Current RMS organizations and Xero contacts:
Linked Xero contacts are only created or updated when you create or edit and organization in the web interface, not when performing an import.
Our integration creates invoices and credit notes in Xero using the invoice and credit number from Current RMS.
Xero makes sure that invoice numbers are unique, so ensure that the number sequences in Xero and Current RMS do not overlap. An invoice will fail to post if the invoice number has already been used.
Set your invoice numbering sequence in Current RMS in System Preferences.
Xero calculates tax on a per invoice line basis and then sums the tax totals of each line item to calculate the total invoice tax.
Current provides a choice of tax calculation options via the “Tax Calculation Method Based On” setting in System Preferences.
You may wish to set your “Tax Calculation based on” setting to “Row Total” to provide consistency in tax calculation between Current RMS and Xero.
If you don’t use “Row Total,” here, the Xero invoice and credit notes are created by the integration using the tax amounts calculated within Current and if there is a difference in the tax an adjustment is included.