We offer easy integration with Xero, a cloud-based accounting and invoicing system. On the back end of our solution, we make it easy for a client to download their auction report, and upload it into Xero, where a client can create, manage and record all aspects of their auction. This is a cloud-based offering that is used by our clients all over the world for a small charge, paid direct to Xero, averaging $30 a month.
To Create an Account with Xero:
- Go to the Xero website and create an account.
- Validate the account - this will be received into the email you used for setup
- Complete the details about the organization
- Next you will be taken to a screen where you can link your bank account with Xero & complete other business details.
- Select the "Account" Tab in the top header, then from the dropdown, select "Sales"
- Select "Import"
- Attached the spreadsheet that you download from the Auction Mobility Admin Console.
To Generate the Report from the Auction Mobility Admin Console.
- In the top navigation menu, select Sales, then select "upcoming" or "past" sales
- Select the "view reports" button
- Once you have a Xero account, add your account ID and tax code to the Xero report in your admin console.
- This will generate a CSV of winning bidders and item information that you can easily upload to Xero for invoicing.
- Select "download" the file under Xero
- Take the .csv file that is generated from Auction Mobility and upload it into the Xero site
Still have a question? Reach out to Support