What transactions are supported when exporting journal entries as JE Summary in the Batching settings?
Invoices only include a summary while Vendor Bills are exported as documents. Vendor Payments are not supported.
What is the difference between Category and Category Options?
A Category is a label or a name, whereas Category Options are the specific choices available, similar to those in Xero. You can use Category Options to categorize income, expenses, and transactions, helping you track financial data by segments such as departments, locations, and more. Category Options are mapped in Settings.
For more, see this article on the Xero website.
Are general ledger (GL) accounts mapped by name?
Yes, the names and account types (asset, liability, and so on) must match in both ServiceTitan and Xero for GLs to be properly mapped.
Does Xero only display the transaction amount and not the transaction number?
Yes, only the amount is displayed but not the transaction number. However, you can search by the narration, which includes the Memo field and the invoice date.
Are default accounts, such as Accounts Receivable, Undeposited Funds, and Accounts Payable, locked in Xero, or do I need to create them manually?
You need to create the default accounts manually in Xero. After creating the default GL account names in Xero, update the default accounts in ServiceTitan.
Is there a difference in how Sales Tax is mapped to multiple-rate tax zones?
No, it is mapped to one sales tax zone account.
Are items created when exporting bills?
No, items are not created when exporting bills. They are exported on the GL level.