Xero
      Back to home
      1. Knowledge Base
      2. Integrations and Configurations
      3. Xero

      Mapping tax settings to Xero

      Mapping tax settings for Xero will depend on the Xero integration method that you are using.

      Introduction

      Select Integration Method

      Xero Multi Branch With Oauth2

      Xero Type1 With Oauth2

      Xero With Oauth2

      Introduction

      If you are using tax codes that aren’t the Xero defaults, you will need to map these to Lentune tax codes. This will ensure the correct tax calculation is pasted to Xero with each invoice.

      The process to map the tax settings will depend on the Xero integration method that you are using.

      The options available are:

        • Xero Multi Branch With Oauth2
        • Xero Type1 With Oauth2
        • Xero With Oauth2
      Select the required integration method first, then follow the steps below to set the tax mappings for the method that you will be using. 

      Return to Top of Page


      Select Integration method

      • Go to Administration > Settings > Integration tab > Batch Interface.

      Select the required integration method from the dropdown list for these two fields:

        • Payable invoice batch liability interface.
        • Expense analysis interface.

      • Click Save or Save and Close.

         Return to Top of Page

      Xero Multi Branch With Oauth2

      If you are using Xero Multi Branch With Oauth2, you can now set up the Tax settings for each individual Branch.

      • Go to Administration > Branches.
      • Select the first Branch.
      In the Sales Coordinator / Posting details section:
      • Check the field Enable Xero setting edit.

       



      • Scroll down in the same section.
      • Click Tax mapping.

       

      This brings up the Xero Tax mapping screen.

      On the left are the Lentune tax types. On the right are the Xero tax codes.

      • Select and match the Xero tax code for each of the Lentune tax types. For example, the equivalent of None in Lentune might be No GST' in Xero.
      • Click Save.

      • Repeat this step for each Branch.

         Return to Top of Page


      Xero Type1 With Oauth2

      If you are using Xero Type1 With Oauth2:

      • Go to Administration > Settings > Integration tab > Batch Interface.

      • Select the integration method Xero Type1 With Oauth2.

      In the External integration detail section:

      • Check the field Enable Xero setting edit.
      • Click Tax mapping.

       

      This brings up the Xero Tax mapping screen.

      On the left are the Lentune tax types. On the right are the Xero tax codes.

      • Select and match the Xero tax code for each of the Lentune tax types. For example, the equivalent of None in Lentune might be No GST in Xero.
      • Click Save.

       

        Return to Top of Page


      Xero With Oauth2

      If you are using Xero With Oauth2:

      • Go to Administration > Settings > Integration tab > Batch Interface.
      • Select the integration method Xero With Oauth2.

      In the External integration detail section:

      • Check the field Enable Xero setting edit.

       

      • Scroll down and click Tax mapping.

       

      This brings up the Xero Tax mapping screen.

      On the left are the Lentune tax types. On the right are the Xero tax codes.

      • Select and match the Xero tax code for each of the Lentune tax types. For example, the equivalent of None in Lentune might be No GST in Xero.
      • Click Save.

        Return to Top of Page



      Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.

      Thank you. We love to hear from you! 

      Last updated: 11 January 2023