Xero Integration
In order to expose new GL codes once Xero has been configured and mapped in Actionstep, go to the alert bar click Xero, click refresh Chart of Accounts, thi...
Wed, 18 Jul, 2018 at 4:28 PM
Map the Accounts - this is taken from the Actionstep user Guide July 2018 - Please check the link for any updated changes - https://actionstep.atlassian....
Mon, 11 Nov, 2019 at 2:42 PM
If Xero is enabled to write-off an already raised invoice that has been pushed through to Xero you must do so via a credit note. From the green "+&...
Mon, 26 Nov, 2018 at 10:17 AM
This page is correct as of March 2019 and copied from https://developer.xero.com/documentation/api/tax-rates#TaxConstraints This advises what tax codes...
Fri, 8 Mar, 2019 at 8:57 AM
We have scheduled the Actionstep to Xero linking/connecting for ......................................., zoom invite will be sent shortly. A couple o...
Tue, 15 Sep, 2020 at 12:18 PM
Once the account has been created in Xero, click on the word Xero at the bottom of your screen and click “Refresh Chart of Accounts” this updates the Xero c...
Fri, 11 Dec, 2020 at 1:31 PM
Please see below instructions for reversing invoice in Actionstep linked to Xero PAYMENT HAS NOT BEEN APPLIED TO INVOICE: 1. Void/delete invoice in ...
Tue, 4 May, 2021 at 2:56 PM