The initial step involves ensuring the financial accounts and GST (Goods and Services Tax) rates in both Xero and UniPhi are correctly configured and mapped. This mapping utilizes the Account Codes (or Chart of Accounts) from Xero to classify transactions within UniPhi. Step 1.1: Identify Account Codes in Xero (Prerequisite) Before commencing configuration in UniPhi, you must identify the relevant Account Codes in your Xero organisation. 1.Log in to Xero and navigate to the A

This section covers connecting to Xero and the workflow for creating an Accounts Payable (AP) Invoice (known as a Certified Progress Claim) for a supplier or consultant in UniPhi. Step 2.1: Synchronize with Xero You must authorize UniPhi to connect to your Xero organisation for data transfer. 1.In UniPhi, navigate to Configuration > Accounting integration > Dashboard. 2.Click Connect to Xero. 3.Follow the prompts on the Xero authorisation screen: Select the Organisation and

Step 3.1: Verify Transaction in Xero Confirm that the bill is now visible in Xero. 1.Log in to Xero. 2.Navigate to Accounting > Reports and run the Account Transactions report for the relevant date range. 3.The successfully exported bill (e.g., INV-1234 for $22,000.00) will now appear in the Xero transaction list under the designated expense Account Code (412).

If an export failure is encountered, this could caused by a crucial mismatch between the Xero Account Code Type and the UniPhi Tax Rate Type. Error Cause: Xero sees Account Code 412 as an Expense (a cost contract) and expects a GST Input tax rate. However, the transaction was assigned a tax rate that resolved to the taxType code 'OUTPUT' (typically for revenue). Step 4.1: Re-map the Tax on the Contract The solution is to correct the tax rate assigned to the contract line item

This section details specific considerations for tax rate mapping, particularly when working with custom tax codes and multiple Xero organisations. Advanced Tax Code Mapping Rules The UniPhi-Xero integration works by referencing an underlying TaxType code (e.g., OUTPUT for GST On Income, or INPUT for GST on Expenses), rather than the user-facing tax rate name. Tax Rate Type Basis of Mapping Rule for Integration System-Defined Rates (e.g., GST on Income, GST on Expenses) Mappe

How do invoices inherit an Orphaned status? AP invoices will inherit the Orphaned status if the contract's customer organisation is not linked to a Xero file. AR invoices will inherit the Orphaned status if the contract's supplier organisation is not linked to a Xero file. How do I fix the status? Delete the invoice (only System Administrators can do this) Check the contract customer and the UniPhi internal organisation is correct. What you select here is what will appear in