Accounting
Using Xero
Using Xero Overview In this guide, we will show you how to add and configure your Xero account in Expandly. Adding your Xero account to Expandly 1. Click Settings (left menu) and then Xero 2. On the Configure Xero page, click (top right) to be ...
Sending Sales Orders to Xero manually
Sending Sales Orders to Xero manually Overview In this guide, we will show you how to push your sales orders to Xero manually. Before you start Before batching your sales orders together for Xero, you will need to connect your Xero account with ...
Managing your Tax Structure in Expandly
Managing Taxes Overview In this guide, we will explain how to add, edit, view and delete sales taxes in Expandly How sales tax is applied in Expandly Orders that come into Expandly are treated as gross - i.e. the order total is inclusive of any sales ...
Amazon Settlements
Overview In this guide, we will explain how you can bring Amazon Settlements into Expandly and then send these fees across to your Xero account. Setting up for Amazon Settlements to be brought into Expandly 1. Click Settings (left menu) and then ...
Xero problem-solving
Xero problem-solving Overview In this guide, we will cover some Xero problem-solving related topics, which should help with problems you may have come across when setting up/pushing orders over to Xero. I'm having tax rounding issues on WooCommerce ...
Xero - Posting COGS/COS to Xero
Xero - Posting COGS/COS to Xero Overview Although Expandly does not post COGS (cost of goods sold)/COS (cost of sales) to Xero, there are different options available to help you handle this. In this guide we will explain these options, so you can ...
Setting up Xero tracking categories to work with Expandly
Setting up Xero tracking categories to work with Expandly Overview On Expandly, you are able to sync, and map, your Xero Tracking Categories (if added), to automatically assign orders to the correct category and sub category in Xero. In this guide we ...
Setting up returns for Xero mapping
Setting up returns for Xero mapping Overview In this guide, we will show you how to map returns, to allow you to send credit notes across to your Xero account for any returned sales orders. Before you start Before you are able to send credit notes ...
Setting up Returns for Xero mapping
Setting up Returns for Xero mapping Overview In this guide, we will show you how to map returns, to allow you to send credit notes across to your Xero account for any returned sales orders. Before you start Before you are able to send credit notes ...
Sending Sales Orders to Xero
Sending Sales Orders to Xero Overview In this guide, we will show you how to push your sales orders to Xero manually. Before you start Before batching your sales orders together for Xero, you will need to connect your Xero account with Expandly. ...
Sending Sales Orders to Xero manually
Sending Sales Orders to Xero manually Overview In this guide, we will show you how to push your sales orders to Xero manually. Before you start Before batching your sales orders together for Xero, you will need to connect your Xero account with ...
Sending Purchase Orders to Xero
Sending Purchase Orders to Xero Overview In this guide, we will explain how to send purchase orders from Expandly, directly to your Xero account. Before you start You will need to create Purchase Orders within Expandly before sending these over to ...
Sending orders to Xero's draft, approved or paid section
Sending orders to Xero's draft, approved or paid section Overview In this guide, we will show you how automatically send sales orders to Xero's draft, approved or paid sections. Before you start Before you can automate the status of your sales orders ...
Reconciling orders in Xero
Reconciling orders in Xero Overview Understand the different ways to reconcile invoices and payments in Xero. Steps What is reconciliation? (click to expand) When using Xero to manage your eCommerce accounts, Xero receives details of the following: ...
Reactivating Xero on Expandly
Reactivating Xero on Expandly Overview There may be times when your Xero connection becomes disconnected on Expandly. This could be due to a number of reasons however is most commonly occurs for security purposes, when Xero carry out upgrade or ...
Mapping Returns
Mapping Returns Overview In this guide, we will show you how to map returns, to allow you to send credit notes across to your Xero account for any returned sales orders. Before you start Before you are able to send credit notes across to Xero, for ...
Mapping other revenues and taxes
Mapping other revenues and taxes 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 ...
Importing Xero currencies
Importing Xero currencies Overview In this guide, we will show you how to import your Xero currencies into Expandly. Making sure currencies are up-to-date in Expandly is really important to ensure that when orders are imported, we have a link to you ...
Exporting orders to Sage (CSV)
Exporting orders to Sage (CSV) Overview Export product orders to CSV to directly upload to Sage Video Steps Request access To enable Sage CSVs on your Expandly account, you'll need to first let us know which version of SAP you're using by emailing ...
Downloading orders into a CSV file for accounting software
Downloading orders into a CSV file for accounting software Download orders into a CSV file for accounting software including Quickbooks, Sage One, Clear books, Zoho Invoice etc. from Expandly. Contact us on the below details for one of the Expandly ...
Common Xero errors
Common Xero errors Overview: On occasion, errors may occur which prevent you from sending your order(s) over to Xero. In this guide, we will show you some of the most common errors that occur, and how you can resolve them. 1. Organisation not ...
Changing the invoice due date in Expandly
Changing the invoice due date in Expandly Overview The due date of invoices, when sending to Xero using Expandly, is the date of the order. To change this (and stop overs appearing as overdue immediately), you can amend the due date in Expandly ...
Batching orders together for Xero
Batching orders together for Xero Overview In this guide, we will show you how to batch orders together in Expandly before sending to Xero. This will allow you to group orders according to sales channel, tax method and currency and may be beneficial ...
Assigning orders to different accounts in Xero
Assigning orders to different accounts in Xero Overview In this guide, we will show you how to assign different sales channels, payment methods and currencies to different sales, bank or control accounts in Xero. Video Before you start Before you can ...
Applying changes to sales tax structure in Expandly, following Brexit
Applying changes to sales tax structure in Expandly, following Brexit Overview In this guide, we will provide advice on what steps will need to be followed on Expandly following the UK leaving the EU. Please note that this is a typical step-by-step ...
Adding your Xero account to Expandly
Adding your Xero account to Expandly Overview In this guide, we will show you how to add your Xero account to Expandly. Steps 1. Click Settings (left menu) and then Xero 2. On the Configure Xero page, click (top right) to be redirected to Xero 3. ...
Adding Xero to Expandly and completing Sales Channel, Other Revenues and Taxes Mapping
Adding Xero to Expandly and completing Sales Channel, Other Revenues and Taxes Mapping Overview In this guide, we will show you how to add your Xero account to Expandly Adding your Xero account to Expandly 1. Click Settings (left menu) and then Xero ...
Adding Unique Codes to your Bank Accounts in Xero
Adding Unique Codes to your Bank Accounts in Xero Overview: Xero require all accounts to have unique numerical codes associated to them. Xero auto-assign these codes to Sales Accounts, but do not auto-assign to any Bank Accounts added. In order to ...