Expandly: Help & Support

Overview

In this guide, we will show you how to map your other revenues, such as shipping or gift charges, and taxes.

Before you start 

Before you can map your other revenues and taxes, you will need to connect your Xero account with Expandly. Click here for instructions. 

Steps

1. On the Configure Xero page (Settings>Xero), head to the Other Revenues section

2. Map each Revenue Type field to the applicable Xero Sales account by selecting from the drop-down:

For more information on how to set up Sales Charges in Expandly, click here

3. Once finished, and all Other Revenues have been mapped, click (top right of the section)

4. On the Configure Xero page (Settings>Xero), head to the Taxes section

5. Map each Tax Name field to the applicable Xero Tax Name by selecting from the drop-down

For more information on how to set up Taxes in Expandly, click here

6. Once finished, and all Taxes have been mapped, click (top right of the section).