• Go to admin.tallorder.mobi
  • Login in with your login credentials (email address and password)
  • On the left hand side scroll to Finance, then click on accounting integration.
  • You can then click on the Xero button to start your Xero integration.

  • You will be redirected to the Xero Accounting webpage and asked to verify your Xero Integration by signing into to your Xero Account.

  • Choose the correct company from your drop down list if you have more than one Company you manage within Xero.
  • Enter your Xero username and password then click the “Log in” button
  • After login on the Xero website you will be redirected to TallOrder Admin where you should set your configuration/settings for the Xero integration

You will now be directed to the TallOrder Xero integration set up page:

  • Please choose if you would like to sync on a detailed or daily summary level.
  • Detailed – this will allow TallOrder the option to sync all invoices as they are posted on the TallOrder side to Xero. TallOrder invoices will match Xero invoices.
  • Daily summary – this will allow TallOrder to sync your invoices once a day in one combined invoice. Customer/debtor invoices will still be posted to the relevant customer accounts and not as part of the combined posting.
  • Choose your Vat % for Sales and your Vat % for Purchases
  • Create a TallOrder Cash customer account. When we post your sales to Xero we willdebit the TallOrder Cash customer account and credit Sales, credit Vat (if applicable)and for hospitality customers the gratuity control account will be credited.

  • Choose your gratuity account or create a gratuity control account to post you gratuity funds received to – you will be required to reconcile these amounts when you do your out payments to staff.

  • Choose your petty cash control account – this would be you cash receipt control account. You will be able to create one by clicking on the plus sign and adding the Control account – We suggest naming it TallOrder Cash Control

  • Inventory set up.
  • You can choose to post Purchase orders to Xero. When populating the fields for Cost of Sales and Inventory we will be able to post Purchase orders and supplier invoices to Xero. You will be able to choose your cost of sale account from the drop down menu, however you will need to create a new TallOrder control account for Inventory. We suggest naming it TallOrder inventory control.
  • If you would like to post the your cost of sale expenses via a journal from Inventory to cost of sale as items are being sold you will need to click the button inventory through Xero and set up your Inventory movement account.

  • Payment control accounts.
  • Set up your control accounts for each payment method. As with the petty cash account we suggest that you name your control accounts TallOrder Cash Control for Cash, TallOrder Credit Control for card, TallOrder SnapScan Control for Snapscan. Etc.

  • As soon as you are done you can save the settings and it will confirm if all have been set up correctly.
  • You will now be able to save your setting.
  • We suggest that you double check your settings after saving by clicking on the configure button again and check that all settings have pulled through from Xero. If you are happy that all have pulled through you can save again and return.
  • Always remember that if you add any new payment methods you do need to configure them on the finance integration side as well. – it will not happen automatically.
  • You are now able to sync your contacts (suppliers and customers) and items to TallOrder.