Exporting Approved Invoices to Xero

In Precoro, you can choose the documents and data you wish to send or import from Xero. Here are a few helpful articles for you:

1. Set Up the Xero Integration.

2. Learn more about data synchronization between the two systems.

3. Export the Purchase Order type of document.


Select the Invoice Document to Send

To send an Approved Invoice to Xero, open the Integrations page in Precoro and select the corresponding type in the Documents to Send field. Choose the Xero Document Status from the list of available: Approved, Awaiting Approval, and Draft. The Approved document from Precoro will obtain your chosen status in Xero.

Save the settings you have selected.

How the Invoice Is Sent to Xero

Once the Invoice document has received the status Approved in Precoro, it is automatically sent to Xero.

In Xero, the document will receive the status you have set on the Integrations page in the Xero Document Status field.

The Invoice document in Xero can have the following statuses:

  • Draft — available only if you start creating an Invoice via Xero. 
  • Awaiting Approval — all approved Invoices in Precoro will have this status in Xero. 
  • Awaiting Payment — an Invoice gets this status in Xero after a person in charge approves it.
  • Paid — assigned after an Invoice was received and paid.
  • Repeating – in case you wish to schedule a repeated payment.

What Data Is Sent 

  • General Invoice information

Precoro System Xero System
Invoice # Reference
Supplier From
Issue Date Date
Due Date Due Date
Invoice currency Currency name


  • Notes and Attachments

All this information will be available in Xero in the History & Notes section.

The Notes and information on the Attached files from Precoro will be displayed in the Details field. Also, you will see additional information such as the Date once it is uploaded and the User, which will be System Generated by default if the information was imported from Precoro.  

  • Items

Precoro System Xero System
Name Description
Quantity/Unit Qty
Price Unit price
Tax,% Tax rate
Departments Departments
Xero Chart of Accounts Account

Please note that you should use the same Rounding Settings in both systems. In Xero, the Rounding is set to two digits after the comma by default. 

Consider reading this article to learn more about Rounding Settings in Precoro.

How to Find the Not Sent to Xero Invoices

The Not Sent to Xero filter will show the documents that were not exported due to a possible error. To make sure that all documents are up-to-date in Xero, you need to:

1. Filter the Invoices.

2. Determine the cause of an error in the Integrations logs.

3. Correct the error. Find more information on how to fix different errors here.

4. Resend the Invoice to Xero.

Editing or Revising the Invoice 


The changes you make in Precoro can only be applied to those Invoices that have not yet been approved and have the Awaiting approval status.

If you make changes and send them to the already approved Xero document, they will not be imported.

You can Edit or Revise an Invoice in Precoro using the standard system logic. To send the made changes to Xero, please use the corresponding button:

Find more information on how to work with Invoices in Precoro here.

Invoice Cancellation

To cancel an Invoice in both systems, go to Precoro and Cancel the selected document there.

In Xero, the document will be deleted automatically.

There is no particular stage for Canceled Invoices in Xero. They are simply deleted and are not displayed at any other stage anymore.