Connecting to Xero

1. Add the Xero Sync add-on from your billing settings.
2. Go to Settings → Xero and click Connect. You'll be taken to Xero to authorise KodaTime and pick the Xero organisation to link.
3. Choose a default sales account and default tax rate— these are used for invoice lines that don't specify their own.

Invoice sync

• Marking an invoice as Sent automatically creates it in Xero as an authorised invoice.
• Sync to Xeroon a draft pushes it to Xero as a draft. Re-syncing updates the same Xero invoice — it never creates duplicates.
• When a payment is recorded in Xero, the invoice is marked Paidhere automatically, with Xero's amounts and payment date. Voiding flows both ways.
• Refresh from Xeroon an invoice fetches its current Xero state on demand — useful if a webhook was missed.
• Xero recalculates tax using your Xero organisation's own tax settings, so totals can differ from KodaTime's by a cent or two on some invoices.

Contact sync

Client companies in KodaTime map to contacts in Xero, and stay in step three ways:

• When invoicing— pushing an invoice finds the matching Xero contact by name, or creates one with the company's details, and links the two.
• When you edit a company — changes to a linked company's name, finance email, tax number, or address are pushed to its Xero contact automatically.
• When a contact changes in Xero — edits made in Xero flow back to the linked company automatically.

To link every company at once, use Sync all companies now under Settings → Xero. It updates already-linked companies and creates Xero contacts for the rest, then reports what was created, updated, or failed.

Troubleshooting

• If a sync fails, admins get a notification with the reason — for example a missing default sales account, or a contact rename from Xero that clashes with another company's name (the rename is skipped; everything else still applies).
• If the connection shows an error state, click Reconnect on Settings → Xero.
• Disconnecting keeps your sync settings, so reconnecting later needs no reconfiguration. If the add-on lapses, syncing pauses but nothing is lost.