Xero Configuration

1. Connecting Xero:
   • Navigate to the left menu, click on "Fees," and then select "Xero Config" at the bottom.
   • Click on the terms and conditions and then "Connect to Xero."
   • If you have multiple connections, choose the appropriate organization and click "Allow Access."
   • Once connected, Xero account codes will be imported into Friendly Manager.
2. Configuring Accounting Codes:
   • Go to the "EID Account" field to see the imported Xero account codes.
   • Set up the tracking codes in Friendly Manager to match those in Xero. For example, you can set up codes for different regions or groups.
   • Ensure the correct bank account is selected for invoices in Friendly Manager.
3. Rules of Operation:
   • Review the rules of operation to understand which activities should be performed in Friendly Manager and which in Xero.
   • For any queries, contact the support team for assistance.
4. Linking Codes to Fees:
   • Navigate to the fees section and select the term fees.
   • Edit existing fees to link them to the appropriate Xero account codes by clicking on the blue icon next to the account field.
   • Update the account field with the desired Xero account code and save the changes.
   • Repeat this process for all fees across various sections of Friendly Manager, such as events, competitions, uniforms, merchandise, and holiday programs.
   • When creating new term fees, select the relevant Xero account code from the account field.
5. Invoice Handling:
   • When invoices are raised in Friendly Manager, they will also be created in Xero simultaneously.
   • Member payments made in Xero will be automatically reconciled in both Xero and Friendly Manager, updating payment statuses accordingly.

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