Below are the steps on how to connect your Xero account to MarginEdge to get your data flowing!
For some helpful context on the MarginEdge + Xero integration, please see this article: MarginEdge & Xero | Integration FAQs
For our Canadian friends - don't miss the note at the bottom about important account settings!
1. Login to MarginEdge and navigate to Setup > Integrations.
2. Select “Xero” from the Accounting dropdown and click “Connect to Accounting System”.
3. Click on “Connect to Xero”
4. You should be redirected to Xero’s login. Enter your login details and click "Log in".
5. Select one of the organizations from the dropdown and click “Allow access”
6. You will be redirected back to MarginEdge. Fill out the configuration options as needed and click “Save”.
For Our Canadian Restaurants
To ensure you don't get duplicate taxes, please set your general ledger accounts in your Chart of Accounts to "Tax Exempt". Without this, Xero will try to auto calculate the tax while MarginEdge is already sending the tax over! You could end seeing duplicate taxes on the invoices exported to Xero unless you set those accounts to tax exempt.
To make the adjustment, log in to Xero and open your Chart of Accounts. Go to "Edit Account Details" and change your "Tax" dropdown to "Tax Exempt 0%".
Troubleshooting
Error: "Unexpected response status: 403 (Type": "AuthorisationException", "Message":"An authorisation error has occurred, please check your access permissions.", "ValidationErrors": [,"ErrorNumber" 23}."
This error message will appear if the Xero user that was used to connect MarginEdge and Xero doesn't have sufficient permissions granted in Xero.
To correct this, please log into your Xero account and navigate to Settings > Users > Update Permissions. Scroll down and check the box that says "View and rerun reports" (see screenshot below).
Once that is done, please try exporting again to see if that resolves the issue. If it does not, please reach out to help@marginedge.com.