Accounting integration
Xero
Prepare Trellis customers, items, sales, and daily journals for review in the connected Xero organization.
- Category
- Accounting
- Best for
- Reviewable accounting handoff
- Setup
- Guided by Trellis
How it helps
Less switching.
Fewer handoffs.
- Prepare Xero contacts
Match restaurant customers with the contact records used by the connected Xero organization.
- Map products and accounts
Connect Trellis items with the Xero codes, accounts, and tax treatment approved by your accounting team.
- Create reviewable sales records
Prepare completed orders as draft customer invoices when that workflow fits the restaurant’s books.
- Prepare daily journals
Turn the Trellis daily accounting summary into a draft Xero manual journal for review.
How it fits
One connected
workflow.
A Xero administrator connects the correct organization to Trellis.
Your accounting team confirms contacts, items, accounts, taxes, and tracking choices.
Trellis prepares draft records and signed Xero changes return for reconciliation.
Getting started
A clear path
to launch.
- Choose the Xero organization
An administrator authorizes Xero and selects the organization that should receive Trellis information.
- Approve the accounting mappings
Confirm contacts, item codes, accounts, tax types, and tracking categories with your accountant.
- Choose the posting workflow
Decide whether the restaurant needs draft invoices, daily journals, or both.
- Validate a sample day
Compare one representative day in Trellis and Xero before expanding the connection.