What gets sent to Xero?

SILQ sends up Invoices, Expenses & Receipts. Please note, the Xero Sync is a one way Sync only. Information from Xero does not go into SILQ.

SILQ is certified by Xero and the SILQ app can be found on the Xero Marketplace. In order to be certified we worked with Xero to ensure our Sync functionality works accurately and within the Xero framework, keeping you efficient without anything to worry about.

It is important to note that the SILQ + Xero Integration is a one way sync only. Information from Xero does not populate into SILQ.

SILQ sends a number of pieces of information to Xero in the form of Invoices, Expenses & Receipts.

What you sync to Xero is entirely up to you. That said, based on how Solicitors and Barristers work, a suggested workflow could be:

Assuming you are using the Bank Feeds feature in Xero, our suggestion is that general expenses (not matter expenses) are only entered into Xero via the bank feed option.

Therefore, in SILQ you enter your matter expenses, invoices & receipts which then get synced up to Xero.

The below is a list of specifically what can be sent to Xero:

INVOICES & EXPENSES

• Invoice Number

• Date

• Due Date

• Reference

• Status (only for invoices)

• Sub Total

• Total Tax

• Total

• Line Amount Types

      • Description
      • Quantity
      • Unit Amount
      • Tax Type
      • Tax Amount
      • Line Amount
      • Account Code

• Type

• Url

• Currency Code

RECEIPTS

• Account ID
• Invoice ID
• Date
• Amount
• Reference