MRPeasy is a simple yet powerful Manufacturing ERP/MRP software that enables manufacturers to cut costs, improve processes, and increase revenue with no prior investment.
The software answers important questions:
When connecting MRPeasy and Xero you will be able to send your outgoing and incoming invoices to your accountant with just one click.
Xero is a world-leading online accounting software built for small business.
Find out more or try Xero Accounting Software for free.
In this video, we will cover the general principles of the MRPeasy and Xero integration, as well as how to set up the connection.
In the case of MRPeasy and Xero integration, the main principle is that business operations – procurement, inventory management, manufacturing and sales – should be performed in MRPeasy, and Xero should be used for accounting purposes.
Generally, there are two ways how the integration can be configured.
First, it is possible to only synchronize purchases and sales. For example, when you create a purchase order and receive an invoice, or when you issue an invoice to the customer, it will be duplicated to Xero.
For an in-depth integration, it is also possible to automatically send journal entries to Xero with financial transactions regarding inventory and manufacturing that are managed in MRPeasy.
You will find the full description of the transactions in the MRPeasy User Manual in the section about Xero.
Before making the connection, we strongly recommend going through the full documentation and then testing it with demo accounts on both platforms.
Configuring the integration between MRPeasy and Xero
To connect with Xero, go to “Settings – System Settings – Integrations” and click “Connect to Xero.“
After logging in to Xero and confirming the connection, you will be taken to the integration settings page in MRPeasy.
First, choose what to synchronize:
Then, choose if a purchase order from MRPeasy should appear as a purchase order or a bill in Xero.
There are a few exceptions to the synchronization of purchase orders; you will find these described in the MRPeasy User Manual, along with a detailed description of each account, which we must choose in the next step.
If balances are not synchronized, then only two accounts must be chosen:
If balances are synchronized, then additionally, the following accounts must be chosen:
Now, we are all set.
Back in the Integration settings, we can choose to import information from Xero to MRPeasy.
Here, we can also manually force the synchronization of balances. Keep in mind that the first synchronization will only post changes from current day.
Here, we can also see the detailed log of each synchronization.
Thank you for watching! Please see our other videos for more about MRPeasy.
Keywords: Xero, accounting, purchases, sales, inventory transactions