Xero Integration
Agent Manager can push invoices straight into Xero. Connecting Xero and configuring how those invoices behave are two separate steps.
1. Connect Xero
Go to Settings → Integrations & Plugins → All Plugins and open the Xero card (under "Accounting"). You can either:
- Use the shared app — the fastest option, using Agent Manager's own registered Xero app
- Use your own app — enter your own Xero Client ID/Secret if your organisation needs its own OAuth app
Either way, click Connect, complete the Xero sign-in in the popup window, and the connection is saved. From the same card you can Test Connection, Re-connect, or Disconnect at any time.
2. Configure Invoice Settings
Once connected, go to Settings → Financial Settings → Xero to set defaults:
| Field | Purpose |
|---|---|
| Default invoice status | The status new Xero invoices are created with — see below |
| Payment account | The Xero bank account payments are posted to. Required if you want invoices to actually post as Paid |
| Default line item account | The (non-bank) Xero account invoice line items are coded to |
If Payment account is left blank, invoices created with status "Paid" are created as Authorised in Xero instead — no payment is posted. Set a payment account here before relying on the Paid status.
If Xero isn't connected yet, this settings page shows an alert and links you back to Plugins instead of the form.
Invoice Status Options
When creating an invoice with Xero sync turned on, you choose (or accept the org default for) a status:
| Status | Meaning |
|---|---|
| Paid | Creates the invoice as Authorised, then posts a payment against it — requires a payment account to be set |
| Authorised | Approved, awaiting payment |
| Submitted | Awaiting approval |
| Draft | Editable, not yet in the books |
This choice appears on the invoice/payment form itself (a Create Xero Invoice toggle, defaulting to your org's configured status) and can be overridden per invoice — including which payment account to use, if different from the default.