Registrations - Xero Integration (NZ)

Rugby Xplorer Setup

1. Payment Settings > Account Services
2. Click “Connect to Xero”
3. Log in to your Xero account
4. Select your organisation and click “Allow access”
5. Confirmation will appear in the admin portal, “Your account is successfully connected to Xero”.
   1. Note, you can “Disconnect from Xero”. If you do so, you will need to re-connect to join Rugby Xplorer and Xero together.
   2. If you disconnect Rugby Xplorer directly from XERO an error message will display and you will be prompted to re-connect.
6. Select Xero Tax Calculation Mode
   1. No Tax (ignore all tax calculations)
   2. Inclusive (Tax is included in the price)
   3. Exclusive (Tax is added on top of the price)
7. Add in Fee Type Accounting Configuration
   1. Click “+”
   2. Select ‘Registration Fee’ from the dropdown, add in your Xero Account Code and Tax Type (recommend Output).
   3. Repeat for all Fee Types
      1. All entities will need to configure their Fee Types. This is a list of all the accounts your entity will use to record financial transactions from Rugby Xplorer in your general ledger. This will assist you categorising transactions correctly, group similar accounts together and maintain consistent account codes.
      2. The Fee Types available include Registration Fee, Saleable Items, Discounts and Processing Fee.
8. Add in Fee Type Accounting Configuration
   1. Click “+”
   2. Select ‘Registration Fee’ from the dropdown and add in your Xero Account Code
   3. Repeat for all Fee Types
      1. Note, All entities will need to configure their Fee Types. This is a list of all the accounts your entity will use to record financial transactions from Rugby Xplorer in your general ledger. This will assist you categorising transactions correctly, group similar accounts together and maintain consistent account codes. The Fee Types available include Registration Fee, Saleable Items, Discounts and Processing Fee.
      2. Xero Account Codes can be found via Accounting > Chart of Accounts.
9. Add Payment Method Account Configuration
   1. Click “+”
   2. Select ‘Card’, tick ‘Mark as Paid’ and add in your Xero Account Code.
   3. Repeat for all Payment Methods
   4. All entities need to configure their Payment Methods and the account codes these will correspond with. The Payment Methods available include Credit/Debit Card, Klarna, Club Card and Alternative Offline Payment. These are the payment options a participant can choose from when completing their registration.
   5. Please tick ‘Mark as Paid’ for all payment methods that are processed through Stripe, including Card, Klarna and Club Card. This will default the invoice to show as 'paid' in XERO.
10. Click “Save Xero Config”