The Good Grants Xero integration allows you to automatically create bills in Xero from allocation payments in Good Grants. This seamless integration keeps payment statuses up to date, ensuring your accounting records in Xero always reflect the latest Good Grants changes, saving you from having to do so manually.
Common uses
This is a two-way integration, allowing information to flow between Good Grants and Xero. Below are some example flows used by our clients:
Automatically create bills in Xero when an allocation payment is created in Good Grants so you don’t need to manually re-enter payment details.
When a bill is reconciled as paid in Xero, the corresponding allocation payment in Good Grants is automatically updated to “paid”.
Maintain a single source of truth for financial reporting by having all Good Grants allocation payments flow directly into your Xero account.
Customise bill numbering and account codes to match your existing Xero accounting practices (e.g. prepend bill numbers with “Grant” or use a specific account code).
Events
Each action in our Xero integration is initiated by an event in Good Grants. Those events are:
- When an allocation payment is created in Good Grants create a bill in Xero
- When a bill is reconciled in Xero set the Good Grants allocation payment status to "Paid"
Configure your integration
Once the Xero integration has been enabled on your account follow these steps to set up:
- From the Manage workspace, go to Settings > Integrations > Marketplace
- Select Xero
- In the popup that appears, click the Reconfigure button
- If desired, customise the name of the integration in the 'Initial Configuration' step and click Next
- Click the Connect button to sync your Xero account
- In the 'Options' tab select your Xero organisation and choose which flows you would like to enable--if you want to Create a bill in Xero when an allocation payment is created in Good Grants your bill account code can be configured
- Click Finish
Good to know
- This paid integration also requires an active Xero account. To activate or trial the Good Grants integration, please contact our client success team.
- All currencies used for funds in Good Grants must be active in Xero.
- Before configuring your integration it is best to create at least one fund in Grants > Funds.