To start syncing your supplier and customer invoices to Xero, watch our Fergus TradeHub video Integrating with Xero or continue reading.
First, head on over to ⚙Settings > Xero and click Connect to Xero:
Xero will ask you to authorise Fergus to access your account. Login to your account to authorise Fergus:
Now that you're connected, you'll need to specify which accounts Fergus will sync with.
We recommend setting up two accounts in Xero for Material Sales and Labour Sales. Use the dropdown menus to select which Xero accounts you use for Purchase Invoices, Supplier Credits, Material Sales, and Labour Sales:
Your new invoices will automatically sync across, and you can import your customers from Xero by following our article Importing Customers.
For an explanation on how sync works, see Accounting Packages Fergus syncs with.
Setting up reports
If you'd like to use the financial reporting offered in Fergus, follow these steps to get everything setup.
To use the Business Activity Report, select your wages account.
To use the Business Overview, you will need to tell Fergus which Xero accounts to look at.
- If you can't see some of your accounts, try clicking Refresh Xero Data to re-sync with your account. Some accounts won't display as they are system accounts and cannot be synced to. See this article for more information.
- Xero Cashbook edition does not support Add-ons, so you won't be able to link your Fergus account.
- If your account isn't syncing you might have been disconnected from Xero. This can happen if your Xero password or settings have changed. To get syncing again, reconnect your account in ⋮ options > Disconnect Xero.