Xero Connection
Important
When first connecting SoloAssist to Xero, it will not automatically send all your existing expense invoices from SoloAssist to Xero. If you need your expense invoices sent to Xero, you can either go into each expense invoice and send them one by one. Additionally, you can select the Send To option in the toolbar, to send multiple expense invoices as a direct bulk export.
Xero Login
Open the SoloAssist software Home (menu) and select Xero Connection. Then enter your login details to Xero to connect SoloAssist.
Once you have entered both the email and password, then click Connect. If your details were validated by Xero, a window will popup saying:
() Xero Connection Successful.
User Tip: We recommend naming your Job # number from the site address.
e.g. 126 Newberry St = NEW126
e.g. 43 Hurston Bridge Rd = HUR43
() Always use alphabetical characters first, then numbers. This helps for job name searching at a later date.
() Related it to the job. This makes it easy to remember.
() It needs to be unique for each job.
() Keep it short. This makes it easier for entering onto Purchase Orders and remembering.

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Import Suppliers
Note: Your Supplier Contact details in Xero must be set up as a Suppliers to Export to SoloAssist. Also, make sure you have allocated an Expense Account for each Supplier in Xero before importing them into SoloAssist.
Expense Invoices (single)
Expense Invoices (multiple)
Expense Invoices (resend)
Sales Invoices
Credit Note
Purchase Orders
Employee Labour
User Tips





Troubleshooting
Xero Connection problem?
Suppliers and Expense Invoice windows are opening slow?
The Suppliers contact details and Cost Control Purchase Invoices may open slower than other windows in SoloAssist. This is due to them extracting information from Xero that is being used in the Suppliers contact details and Expense Invoices.