Our client invoice integration with Xero is highly configurable, allow you to set rules which will determine the Xero account used, tracking categories and stock items as well.
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To get started, you should have enabled Client Invoicing export to Xero, by go to Settings->Integrated Apps->Xero, and using the slider for Client Invoicing. Once enabled, click on Configure below the Client Invoicing slider.

The value here customises what each item in your invoices will consist of in the description field. You can have this as a fixed value i.e. My invoice item or you can have it dynamically generated based on a number of different fields in Timesheet Portal i.e. [DATE] - [ITEMDESC] which would make each item of an invoice display the date it is exported, and the description that the item inside the invoice has.

Export invoices as:

Export status can be set by using the dropdown menu and selecting the appropriate status for how you would like your invoices to appear in Xero. Approved, Submitted (Awaiting Payment) or draft.

The branding theme is the invoice theme used in Xero by default this will be listed as Standard. If you have any other branding themes feel free to assign them but do remember that Timesheet Portal will be your primary system for emailing your invoices, so the branding theme is not required to be set.

Xero Account Codes
​ You can configure your target Xero account codes separtely for timesheet line items and expense line items. You can either use a fixed target code (in other words, it is always the same account with no specific rules), or you can configure rules based on Timesheet Portal entities. For time-related items, you can modify target account codes based on the following entities:

If you map to a specific entity, then you will need to set up the target account code for each item. For example, if you are linking target account code to cost centres, then you will need to go to Settings->Lists->Cost Centres, and edit each cost centre. Within each, you will notice a drop-down labelled Xero Client Invoicing Account, where you will see a list of your Xero accounts. The table below lists where each of the target entities can be configured:

Please note that not all your Xero accounts will show in these drop-downs. For client invoice mappings, we only show the same account types which you would see when raising a sales invoice in Xero. For example you will not see any of your expense accounts, as you cannot use these for sales invoices.
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Tracking Categories
​ Xero allows you to configure 2 tracking categories, of which one or both can be set on invoice items. Timesheet Portal allows you to map the same entities which can be mapped to account codes to either tracking category. To set these up, use the drop-down next to each tracking category shown on the Xero client invoicing export configuration page. If your tracking category does not show, you may need to re-synchronise Xero entities. You can do so by clicking Resynchronise Xero Data on the top of the integration configuration page.
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​ Item Code Mapping
​ Item code mapping works exactly the same as Xero account and tracking codes mappings. Item codes however can only link to Employee accounting codes or Task accounting codes. Follow the instructions above to configure the Item Code drop-down option. If you do not use Item codes, then leave it as Don't set.