Overview

Fergus integrates with two accounting platforms to streamline your workflow and decrease admin time.

Currently Fergus supports two integrations:

  • Xero
  • MYOB AccountRight Live

This article will cover the following:

  1. Customer records
  2. Supplier records
  3. Invoices with Accounting software
  4. Customer details with Accounting software
  5. Supplier details with Account software
  6. Additional information

When to use it

Connect your accounting package when you are ready to use Fergus and your accounting package as an end to end workflow. Always check with your accountant prior to ensure this is going to work for you.

How to use it

Connect to Xero using the article found here.

Connect to MYOB Account Right using the article found here.

To connect Fergus with your Accounting software you will need to initiate the connection from Fergus and have the login details for your Accounting software on hand.

Whenever you initiate the connection to an Accounting software from Fergus it will ask you to grant access to Fergus and confirm the integration.

Once connected there are a few key pieces of information you need to know about how the end to end connection works.

1. Customer records

If you are connecting Fergus to an existing Accounting software the first thing to do is import your customer base from the Accounting software into Fergus. This creates a link between the two platforms to ensure information is passed to the correct record in your Accounting software.

If you send across an Invoice to your Accounting software that doesn't have that customer record, Fergus will create a basic record in your Accounting software.

2. Supplier records

The second most important step when connection your Accounting package is to import your Suppliers. This is similar to the importing of customers in that it helps ensure your records match in both platforms.

The option to import Suppliers is found in the Price Book section of settings.

If you send across a Supplier invoice or credit for a Supplier that hasn't been added to your Accounting system yet, Fergus will create a basic record in your Accounting software.

3. Invoices with Accounting Software

When you Approve a customer invoice it is automatically sent to your connected package. When you receive payment for your invoice, you reconcile this in your accounting package and the invoice is marked as paid (or partially paid) in Fergus. The payment in Fergus will show a small logo of the accounting software that received the payment.

Supplier invoices and credits are synced across when you process them. Choose "Assign and send to accounting" after selecting the site visit to assign the invoice or credit to.

4. Customer details with Accounting software

You can import customer's details from your accounting software account to Fergus. To do this, go to the customers tab and click on the ⋮ menu and select the option to import from your accounting package.

When you edit a customer's details in Fergus, these changes are synced across with their next invoice. Customer sync is one-way, meaning edits made in your accounting package do not sync back to Fergus.

5. Supplier details with Account software

Supplier details do not automatically sync between your accounting package and Fergus. To sync them go to Settings > Price Books and use the Import Suppliers button to bring them across.

6. Additional information

We do not support inventory sync. If you'd like to bring your accounting package inventory into Fergus, you can export your inventory as a CSV file and then upload it into Fergus as a custom price book, though this will reflect pricing not stock levels. See this article for help on uploading your exported file.

Next

Setting Up Line Item Sales Accounts

Voiding Customer Invoices with an Accounting Software Integration
Xero: Invoice not of valid status for modification

Thanks for taking the time to watch our video, if you have any questions please get in touch via support@fergus.com


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