Chart of Accounts
Changes in Tax Rules in Xero will sync to DEAR.
Suppliers / Customers
All Supplier and Customer Master file data changes in Xero Contacts also automatically sync with DEAR as well as changes in DEAR Suppliers/Customers sync with Xero Contacts.
Items / Products
When creating or updating products in Dear they sync to Xero. The changes in Items in Xero are also sync with DEAR (optional).
Note that Xero inventory functionality is not compatible with DEAR. If you already have stock records in Xero you will have to remove it and re-create them in DEAR.
The Invoices in DEAR will automatically sync to Xero. Similarly, invoices in Xero will sync to DEAR (optional).
The Credit Notes in DEAR will sync to Xero but won’t allocate against invoices. However, creating Credit Notes in Xero is NOT syncing to DEAR. In other words, please use the function in Dear for that purpose.
Payments and Refunds
Payments and Refunds may be exported and/or imported from Xero depending on the configuration setting.
The prepayments will be exported to Xero and will be allocated against the related invoices on the authorisation.
Overpayments from Xero will import as per the invoices associated.
DEAR will create Manual journals in Xero to reflect COGS, Assembly, Disassembly, Stock Adjustment and Purchase/Sale manual journals transactions.
You can map Xero tracking categories to DEAR entities in order to add tracking information to invoices, credit notes and journals on export to Xero.
If you would like to know more about, the very important
“HOW THE DEAR XERO INTEGRATION WORKS?”
CERTAINLY, GIVE US A CALL.