# Xero

> Sales and purchase invoices, credit notes, payments and stock journals posted to Xero automatically, with no rekeying at month end.

**URL:** https://cubeerp.co.uk/integrations/xero

CubeERP runs the operation; Xero stays the book of record.

Most businesses moving to an ERP do not want to change their accounting package, and they should not have to. CubeERP handles quoting, orders, stock, production and invoicing, then posts the financial consequences into Xero - sales invoices, credit notes, purchase invoices, payments and stock journals - with the nominal analysis already applied. Your accountant carries on working in the system they know, and nobody spends the first week of the month retyping invoices.

## Details

- **Category:** Accounting
- **Licence cost:** included, no per-connector charge
- **Platform:** CubeERP (https://cubeerp.co.uk/platform)

## What syncs

- **Sales invoices and credit notes** (Out of CubeERP): Raised in CubeERP from despatch or job completion, posted to Xero with customer, nominal code, tax rate and tracking categories applied.
- **Purchase invoices** (Out of CubeERP): Matched against order and receipt in CubeERP, then posted to the purchase ledger with the correct nominal analysis.
- **Stock and WIP journals** (Out of CubeERP): Stock movements and work-in-progress valuation posted as journals, so the balance sheet reflects the warehouse without a reconciliation spreadsheet.
- **Payments and allocations** (Into CubeERP): Receipts and allocations flow back so credit control in CubeERP shows the real outstanding position rather than yesterday’s.
- **Customers and suppliers** (Two-way): Accounts kept aligned in both directions, with one system nominated as master per field so nothing overwrites unexpectedly.

## How it behaves

- **Posts as it happens:** Documents post on approval rather than in a nightly batch, so the ledger is current and a failed post is visible immediately.
- **Failures that surface:** A rejected post is queued, reported and retried rather than silently discarded - which is how most accounting integrations actually go wrong.
- **Your chart of accounts:** Nominal codes, tax rates and tracking categories mapped to CubeERP product groups, cost centres and departments during setup.
- **VAT handled properly:** UK VAT rates, reverse charge, EU and rest-of-world treatment applied at source so returns are prepared from correct data.

## Setup

1. Connect via Xero’s standard OAuth flow - no credentials are stored by us and access can be revoked from Xero at any time.
2. Map nominal codes, tax rates and tracking categories to CubeERP groups. This is a discovery-stage conversation, usually an hour or two.
3. Run in parallel for a period, comparing postings against your normal process, before switching off manual entry.

## Frequently asked questions

**Does CubeERP replace Xero?**

No. Xero remains your accounting system and book of record. CubeERP handles everything that happens before the invoice - quoting, orders, stock, production, despatch - and posts the results.

**What happens if a posting fails?**

It is queued with the error visible, reported to whoever is responsible, and retried. Nothing is discarded, and there is a reconciliation report showing anything that has not posted.

**Can we still raise invoices in Xero directly?**

You can, but we would advise against it for anything CubeERP knows about, because two sources of invoices produce two versions of the truth and a monthly argument.

**Does stock value reconcile?**

Yes, provided stock journals are enabled. The stock figure in Xero comes from CubeERP movements, so the balance sheet and the warehouse agree by construction.

**Is there an extra charge for the integration?**

No. The accounting integrations are part of the platform - we do not charge per connector. You will need your own Xero subscription.

## Related integrations

- **Sage** - Integration with Sage 50 and Sage 200 - sales and purchase ledger postings, nominal analysis and stock journals without rekeying. https://cubeerp.co.uk/integrations/sage
- **QuickBooks** - QuickBooks Online integration - invoices, bills, payments and journals posted from CubeERP with the nominal coding already applied. https://cubeerp.co.uk/integrations/quickbooks
- **CubeERP API & Webhooks** - A documented REST API and webhooks covering the whole system - the same interface the product itself is built on. https://cubeerp.co.uk/integrations/rest-api

## Contact

- **Product:** CubeERP
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubeerp.co.uk
- **Sales:** sales@cubeerp.co.uk
- **Support:** support@cubeerp.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)