| Xero Sales Acc | Here you can specify which sales Xero items must go to |
| Xero COS Acc | Here you can specify which Cost of Sales Xero items must go to |
| Xero Division | Here you can set up your Xero Division as default |
| Xero Sales Rep | Here you can select a Sales Rep as a default |
| Set Xero Tenant | Once you have Authenticated your Debtors, Creditors and Inventory, you will need to set the Xero Tenant which is a once off setup. |
Make sure that the Debtors and Creditors codes are not duplicated in Huge ERP as Xero does not have separated databases for customers and suppliers. They are the contact list but marked as a customer and supplier. Having the the same code in debtors and creditors will cause problems in the sync.
#### Procedure 1. Export customer, supplier and inventory lists from Xero 2. Fix data files for Huge ERP import 3. Import the data into Huge ERP 4. Link API to Xero 5. Verify codes for Customers 6. Verify codes for Suppliers 7. Verify codes for Inventory --- #### Verify ##### Customers verify ** Debtors Module> Configuration> Debtors Setup** Click Search all Debtors Run this utility to check customers in Xero and Huge ERP. When the utility finds the same customer, it will write an internal code from Xero into the tables of Huge ERP. Whether the customer is updated, Huge ERP knows which customer to update in Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/fzRimage.png) This is a once off setting that needs to be done, once this has been done and you Add a new debtor, it will automatically sync to Xero --- ##### Verify Creditors ** Creditors Module> Configuration> Creditors Setup** Clock search all Creditors Run this utility to check suppliers in Xero and Huge ERP. When the utility finds the same supplier, it will write an internal code from Xero into the tables of Huge ERP. Whether the supplier is updated, Huge ERP knows which Supplier to update in Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/PA1image.png) This is a once off setting that needs to be done, once this has been done and you Add a new Creditor, it will automatically sync to Xero --- ##### Inventory verify ** Inventory Module> Configuration> Inventory Setup** Click Search all Items Run this utility to check customers in Xero and Huge ERP. When the utility finds the same inventory, it will write an internal code from Xero into the tables of Huge ERP. Whether the inventory is updated, Huge ERP knows which item to update in Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/lEWimage.png) This is a once off setting that needs to be done, once this has been done and you Add a new Inventory item, it will automatically sync to Xero --- #### Xero Sales and Cost of Sales for an Inventory Item To set up a specific Sales and COS account for an inventory item, double click on the inventory item Go the Comment/Replace Tab, here you can stipulate a specific account that this item must go to when adding this item to an invoice. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/571image.png) # Troubleshooting #### Trouble Processing a Transaction If you are trying to process an invoice, Credit Note, GRV or a Stock Return and you get an error, you can disconnect Huge ERP from Xero. **System Configuration > Security >API Setup** Click Search Double click on Xero to open [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/On7image.png) Untick the Active Box and click save and close [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/PPpimage.png) --- #### Failed to post to Xero ##### Invoice **Debtors Module > Activity > Invoice** When you have an invoice that Fails to push through to Xero, you can process this manually. Open your invoice Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/kT0image.png) ##### Credit Note **Debtors Module > Activity > Credit Note** When you have a Credit Note that Fails to push through to Xero, you can process this manually. Open your Credit Note Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/9ptimage.png) ##### ##### GRV **Creditors Module > Activity > Goods Received Note (GRV)** When you have a GRV that Fails to push through to Xero, you can process this manually. Open your GRV Click the "Extras" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/JQyimage.png) ##### ##### Stock Return **Creditors Module > Activity > Return to Supplier (RTS)** When you have a Stock Return that Fails to push through to Xero, you can process this manually. Open your Stock Return Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero. --- #### View Posted and Non posted Transactions ##### Debtors **Debtors Module > Analysis >Debtors Document History** In the column "Posted to Xero" you will see either Yes which means it was posted to Xero or blank which means it has not been posted to Xero [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/38Cimage.png) To post to Xero double click to open the transaction Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/lDZimage.png)Double check your transaction is not already in Xero as clicking this will duplicate the transaction if it was already posted
##### Creditors **Creditors Module > Analysis >Creditors Document History** In the column "Posted to Xero" you will see either Yes which means it was posted to Xero or blank which means it has not been posted to Xero [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/Yneimage.png) To post to Xero double click to open the transaction Click the "Extras" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero. [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/JLdimage.png)Double check your transaction is not already in Xero as clicking this will duplicate the transaction if it was already posted