AccountingLink for Xero

The AccountingLink For Xero utility is the bridge between Sage Construction Management and Xero's online accounting system. This link utility eliminates duplicate data entry and maintains consistency across an organization.

Review Items Prior to Installation

• Xero Data Setup Recommendations (IMPORTANT)
  • PDF Download
  • Data Setup Overview
  • Importing CSI and NAHB Codes into Xero
• Sage Construction Management Data Setup Recommendations (IMPORTANT)

Installation Related

• Xero Compatibility
  • Xero - Starter Edition (All Countries)
  • Xero - Standard Edition (All Countries)
  • Xero - Premium Edition (All Countries)
• Installation Instructions

AccountingLink for Xero Integration and Functions

• Integration Overview
  • Process Process Diagram (PDF)
  • Help Topic
• AccountingLink Sync Preferences
• Primary AccountingLink Functions
  • Sync Tab Functions
  • Sync Troubleshooting
• Other Functions
  • Contact Management Tab Functions
  • Accounts Payable (AP) Tab Functions
  • Accounts Receivable (AR) Tab Functions