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Select Continue. Crittah will now connect to Xero and if successful will display the configurations you need to setup to successfull integrate crittah chargeable items with Xero accounts.

Configure Xero accounts to Crittah charges

Crittah integrates all payments, charges and inventory with Xero Accounts and inventory items. When an invoice is loaded into Xero from Crittah, Crittah needs to map all payments and charges to the appropriate accounts and inventory items in Xero. This allows all payments and charges in Crittah to be automatically reconciled in Xero when invoices are uploaded. To Setup these mappings the details are shown below.

Mapping job charges and payments to Xero accounts

Once you have successfully integrated you will see a message in green indicating a successfull connection to Xero. You will now map all Crittah charges to your Xero accounts so that when invoices are loaded into Xero the charges are assigned to the correct GL acount codes in Xero.

1. Confirm you are integrated to the Correct Xero account. The company name, legal name and tax number displaed indicate the Xero company Crittah is now integrated with.
2. Select the Xero account any Payments should be loaded agains
3. For each job type you will need to...
4. map the charges for each job type to the Xero account. 
5. (Optional) map to inventory items in Xero if the charge is also related to an inventory item.

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Mapping inventory items to Xero items

If you charge for items in jobs you will need to map the inventory items to Xero inventory items to ensure sales of items made in Crittah will reconcile with inventory items in Xero.

To do this you will need to setup inventory (if you havn't already) in Xero loging into your Xero account and navigating to Business → Products and services and then adding your inventory items.

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After your items are setup in Xero you can map the Crittah inventory items to the Xero inventory items. 

Log into Crittah and navigate to Admin → Administration and select "Inventory Management" under the Finance section.

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1. Select your site. If you only have one site then it will already be selected.
2. Click Add
3. The "Integration Item ID" drop down select will show a list of inventory items in Xero. You need to select an item in Xero which is the same as the inventory item you are creating in Crittah.
4. Fill in the item details for the inventory item you are adding.

When you add inventory items you need to select the equivalent item in Xero to map to. 

Uploading invoices

When upload invoice you will be sending invoice from Crittah into Xero. 

To do this Navigate to Finance → Upload Invoices

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nce you are in the "Upload invoice for Finance" screen you will

1. select the date range for invoice you would like to 
2. Click refresh to view the invoices
3. Check individual invoices to upload or all invoices
4. Click on the Upload invoices button.

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