Sync transactions with Xero
Overview
Find out how Cin7 Omni transactions sync with Xero.
When you sync a new transaction from Cin7 Omni to Xero, a matching transaction is created in your Xero general ledger. The matching Xero transaction’s type, as well as what accounts it debits and credits, depends on the original Omni transaction’s type. Some types of transactions are used in periodic accounting only.
Here’s what Xero transactions are created and where they typically debit and credit cash flow*:
| Omni transaction type | Xero transaction | ||
| Type | Debit | Credit | |
| Sales order | Invoice | Accounts receivable | Sales / revenue account |
| Credit note | Credit note | Sales / revenue account | Accounts receivable |
| Sales deposit | Invoice | Accounts receivable | Deposit account |
| Sales deposit reversal | Credit note | Deposit account | Accounts receivable |
| Purchase order | Bill | Stock asset account or purchases / COGS account | Accounts payable |
| Supplier credit note | Supplier credit note | Accounts payable | Stock asset account or purchases / COGS account |
| Purchase deposit | Bill | Supplier deposit account | Accounts payable |
| Purchase deposit reversal | Supplier credit note | Accounts payable | Supplier deposit account |
| Additional (landing) costs | Bill | Stock asset account | Freight GL account |
| Payment portal payments | Payment transaction | Payment clearing account | Accounts receivable |
| Perpetual accounting only | |||
| Stock adjustment | Manual journal | Stock on hand | COGS |
| Cost of goods sold | Manual journal | Stock on hand | COGS |
| Cin7 Pay | |||
| Reconciliation with Cin7 Pay and Xero | |||
* Your Xero integration settings determine which accounts are debited and credited. Its configuration may be atypical or overridden by alternative general ledger (GL) accounts.