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Xero Integration with JACK App

Link your JACK account with Xero to automatically push invoices and payments across

Updated over 2 weeks ago

To link JACK to your Xero account, first navigate to Settings > Accounting Integration.

Next, complete the following steps:

  1. Click Connect To Xero, and this will bring up your Xero account. You will be asked to log in using your credentials.

  2. Xero will ask you to choose the organisation you wish to connect to your JACK account. Select the relevant organisation and click the Allow access button at the bottom of the screen.

  3. Once the link is created, you will be redirected back to your JACK account, where you must Configure Account Mappings using the Sales and Bills dropdown. Account Mapping will tell JACK which account codes in Xero will be used to allocate supplier/subcontractor bills and customer invoices when they are approved for payment (Bills) or scheduled and sent (Client Invoices).

  4. By default, invoices are coded to a Sales account (starting with 200 in Xero’s Revenue accounts) and bills are coded to a Direct Costs account (starting with 300 in Xero). You can review or change these accounts in Xero by going to Accounting > Chart of Accounts in the top menu.

    ℹ️ You can create a new account in either Xero or JACK. To create one in JACK, open the Sales or Bills dropdown menu and select Create New Account in Xero. Enter the account code and name, then click Save. The new account will be added to your Xero file.

    ⚠️The linked account is set globally. All client invoices will be allocated to the linked sales account and all bills will be allocated to the linked bills account.

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