Sync Matrix for Xero
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 2-way |
| Departments | 2-way |
| Locations | 2-way |
| Classes | NA |
| Employees | NA |
| Project/Jobs | NA |
| Bank Account Balance | 1-way to Bill.com |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | 2-way* |
| Partially or Fully Paid Bills | 1-way from Bill.com |
| AP Bill Payments | 1-way from Bill.com |
| Unapplied Vendor Credits | 2-way* |
| Partially or Fully Applied Vendor Credits | 1-way from Bill.com |
| AP Funds Transfers | 1-way from Bill.com |
| Voids | 1-way from Bill.com |
| Bill attachments | NA |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 2-way |
| Unpaid Invoices | 2-way |
| Partially or Fully Paid Invoices | 1-way from Bill.com |
| Sales Tax | 1-way to Bill.com |
| AR Payments | 1-way from Bill.com |
| Credit Memos | NA |
| AR Funds Transfers | 1-way from Bill.com (ePayments only, does not apply to credit card payments) |
| Voids | 1-way from Bill.com |
| Other | |
|---|---|
| Auto Sync | Yes |
| Books Closed Date | 1-way to Bill.com |
| Link to view bill/invoice in Bill.com | Yes |
*Option for 1-way sync also available (See Resources below)
Account Setup View all
Making Payments to your Vendor View all
Getting Paid by your Customer View all
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