This integration maps Maxio revenue and liability accounts to the corresponding accounts in your Xero chart of accounts. This allows invoices, payments, and credit transactions to post to the proper income, expense, asset, and liability accounts for accurate financial reporting and reconciliation.

When you enable the “Auto Generate Profiles” option, any new items you create in Xero will automatically sync over to Maxio with important profile fields pre-populated based on the account type. And don’t worry, this auto-generation only applies to newly added Xero items. Any existing product/service profiles you already have in Maxio will be left untouched to avoid disrupting your current setup.

Customer records created or updated in Maxio automatically sync to the Contacts section in Xero. Key fields like names, addresses, and contact information remain aligned across both systems. This provides a centralized view of customer data.

Invoices generated in Maxio flow over to Xero in a two-way sync. Invoice details like dates, amounts, line items, and taxes are matched in both platforms. Any updates made to synced invoices in either system will be reflected in the other for consistent billing records.

Similar to invoices, payments received and recorded in Maxio are automatically logged in the Xero account register. This seamless sync ensures payment data is current in both systems for monitoring receivables without redundant data entry.

Credit memos issued against invoices in Maxio convert to credit note transactions in Xero. The original invoices are adjusted in both systems so financial records remain aligned with refunds or adjustments applied to customer accounts.

When payments are processed in Maxio, any third-party fees charged by the payment processor (e.g. credit card processing fees) are calculated. These fee amounts are then synced to Xero and recorded as account transactions coded to the appropriate fee expense account per your chart of accounts mapping.

Customers are matched using selected Xero address fields like postal data. Shipping addresses can also integrate through optional mapping. Consistent contact info enhances the customer experience.

The date filters give you control over what financial data syncs between Maxio and Xero. This prevents issues with historical records while allowing new transactions to flow seamlessly once you’re past a certain date.

Non-specific line items import with zero amounts as placeholders to maintain your invoice totals/balances for financial accuracy. This ensures all charges are represented without disrupting sync workflows.

Vendors in QuotaPath typically refer to your sales representatives or agents. By enabling the sync vendors option, you allow Maxio to import and maintain an up-to-date list of these sales reps. This is especially useful for ensuring that commission payments and related accounting entries are correctly attributed to the right individuals. If your sales team frequently changes or if accurate vendor tracking is critical for your operations, enabling this setting can save significant time and reduce errors.

The Default Register setting determines which accounting register in Maxio will receive the expense obligations imported from QuotaPath.

An accounting register is essentially a ledger where financial transactions are recorded. Choosing the appropriate default register is important to ensure that all commission-related expenses are accurately tracked and reported. This helps you maintain organized financial records and simplifies the reconciliation process.

This setting allows you to determine how frequently Maxio should sync data with QuotaPath. You have three options:

• Manual: Sync only when manually triggered by a user.
• Nightly: Automatically sync once every night, ensuring daily updates.
• Hourly: Automatically sync every hour for the most up-to-date information.

Selecting the right sync schedule depends on your business needs. If you require real-time data updates, the hourly option is ideal. For less frequent updates, nightly or manual syncing might suffice.

This setting defines the starting point for syncing legacy bills from QuotaPath into Maxio. By specifying a date, you can control which historical data gets imported.

This is useful if you only want to sync bills from a certain fiscal year or project start date. It helps avoid cluttering your current financial records with outdated information and ensures that only relevant data is synced.

Similar to the previous setting, this one specifies the end date for syncing legacy bills. It defines the cutoff point for the data you want to import into Maxio.

Setting this date helps maintain a clean and organized financial database by preventing the import of future or irrelevant bills. Together with the “Sync Bills On or After Date,” it allows for precise control over the range of data synced.

Enabling this setting allows QuotaPath to make updates to Expense Transactions in Maxio. This means that if any changes occur in the commission calculations or payments within QuotaPath, these updates will be reflected in Maxio.

When this setting is enabled, the associated Bills and Expense Schedules in Maxio will be regenerated to match the latest data from QuotaPath. This is particularly useful for ensuring that your financial records are always accurate and up-to-date, accommodating any adjustments or corrections made after the initial sync.