Xero Set Up Guide

Xero Set Up Guide

To connect your COHO account to Xero, navigate to the 'Finances' panel > 'Connections & Synchronisation'. See also Finances & Connections & Synchronisation.

Step 1 - Connect your COHO account to Xero



Click 'Add Xero account'


All properties: Any property without a tag-string or owner specific integration will use this configuration/integration.
Properties owned by: All properties owned by this property owner will use this configuration/integration.
Properties tagged with: All properties who have this specific tag applied will use this configuration/integration. See also Tagging.

NB. Any property that qualifies for multiple integrations due to having both a tag that applies to one configuration but owned by a property owner which has another configuration will NOT be synchronized and will be reported as an error.

Synchronise Rent Books - Enabled:
Yes: Rent books (dues and payments) will be pushed into Xero as invoices & payments attached to these invoices.
No: Rent books will not be pushed into Xero.

If Yes - Staging date (sync items from): Enter a date or use the calendar to sync items from.
Until: Enter a date or use the calendar to sync items until.

Create rent invoices days ahead: Use the drop down menu to change days ahead to create rent invoices.


Synchronise Supplier Settlements - Enabled:

Yes: Supplier settlements (invoices payable to the suppliers) will be pushed into Xero as bills payable.
No: Supplier invoices will not be pushed into Xero.

If Yes - Staging date (sync items from): Enter a date or use the calendar to sync items from.
Until: Enter a date or use the calendar to sync items until.


Synchronise Property Owner Settlements - Enabled:

Yes: Owner settlements will be pushed into Xero as bills payable for the organisation.
No: Owner settlements will not be pushed into Xero.

If Yes - Staging date (sync items from): Enter a date or use the calendar to sync items from.
Until: Enter a date or use the calendar to sync items until.

Click ‘Create’ or ‘Cancel’.

You will then be guided to Xero to complete the connection.




Step 2 - Pull accounts, categories, and contacts


Click 'View' to see the synchronisation options.


You should also see further options in the side menu of your account:


Click 'Pull accounts, categories, and contacts'. This will pull your already created categories from Xero to COHO.


Step 3 - Chart of Accounts

Here, you can work through the categories to ensure that your Chart of Accounts are correctly configured.




Step 4 - Tax Rates

Here, you can work through the categories to ensure that your Tax Rates are correctly configured.



Step 5 - Tracking Categories

Here, you can work through the categories to ensure that your Tracking Categories are correctly configured.



Step 6 - Contacts

Here, you can work through the categories to ensure that your Contacts are correctly configured.




Xero FAQs

Q. Do I add an invoice to COHO or Xero?
A. You should always add the invoice to COHO for any property related invoices. By adding the invoice to COHO, it will then sync that invoice to your Xero account.

Q. I have Errors, how do I resolve these?
A. If you have errors, you will be able to see these on the synchronisation section and see how many errors there are. To resolve these, click 'Errors'. We have written error logs so you can clearly see what the errors are and how to resolve.

Q. Can I create Tracking Categories in COHO?
A. Yes, you can add new Tracking Categories in COHO and these will push over to Xero:

Q. I previously linked my bank account straight to Xero, do I turn this off now I am using the COHO to Xero integration?
A. Yes. You should link your bank account to COHO via the Transactions panel. COHO will reconcile the rent payments received and this will then sync to your Xero account.

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