Overview of Xero

Locations using XERO can only be set up as Accrual-based accounting. If the Qvinci account is enabled for Cash-basis accounting, XERO locations cannot be created.

XERO options

The user may opt for one of two options:

• Create a separate Qvinci Company for all Xero locations to be slotted under.
• Enroll Company as Accrual-based accounting. 
• Change the accounting method in the existing Company to Accrual basis.
  • Doing so will require a resync of all locations.

Budgets in XERO Files

Qvinci does not sync budgets from Xero.

XERO Class/Location Separations

We can only sync a full file at this time. There are no classes or location options.

Sync Overview

• Xero locations may be manually synced 3 times per day.
• Xero locations can only be synced 1 time per hour.
  • The connection for syncing will timeout after each sync, requiring the user to wait until the allotted time has passed until the next sync can take place.
• Xero locations are automatically enrolled in a scheduled sync process.
  • This scheduled sync process does not count toward the maximum number of manual syncs allowed per day. The scheduled sync process will run overnight. 
• Bulk syncing of multiple Xero locations is not possible.

• When consolidation reports are run, Xero locations will be removed from the report if that report type does not support Xero.
• If a Xero location is included in locations being reported upon, the Cash Flow report will not be available.
• Qvinci AR/AP Aging reports do not display overpayment or prepayment balances from Xero. Therefore, it is possible that Qvinci AR/AP reports do not match Xero. However, this may be related to overpayments or prepayment balances not being shown. The balances are, however, present inside the Xero AR/AP reports.
• Qvinci AR/AP Aging reports work off of the Due Date of the invoice, not the Create Date. Additionally, Qvinci AR/AP Aging reports are displayed as "0-30 Days," "30-60 Days," "60-90 Days," and "over 90 Days." Xero operates on a calendar month display instead. Therefore, the user should keep in mind that AR/AP Aging reports in Qvinci will likely not match Xero. 

Available Reports for Xero