Watch this video to see how you can integrate your Fergus account with Xero Accounting Software to manage and sync your supplier and customer invoices.
Transcript
Hi, everyone. It's Dylan in here from the Fergus team.
Today we're going to look at the integration Fergus has with zero accounting to start. You'll need your zero login and password handy. This will be used to authenticate with Fergus starting from the Settings page. You'll want to hit the zero integration to get started. Now you should see a blue play button saying connect to zero. Once you select this a new window will open on your browser. If you're using a pop up blocker you will need to allow this as a one off on the screen. You will need to enter your 0 username and password. Next, you'll be asked if you want to allow access to Fergus. This will allow Fergus to send information to zero to avoid double handling once you agree to this. You'll be directed back to Fergus and you will see new options in the integration. First thing you want to do is set up the purchase invoices and credits accounts. So Fergus knows we've seen the information and below this the account you use for wages. This is useful reporting further down. You'll need to create some sales account codes to begin. You will need at least labour and materials sales accounts. But you can create as many as you like. If you haven't already. We would recommend you split your labour and materials accounts into two sales accounts to help with visibility on reporting right at the bottom of the section as the assign accounts area. This is where you can toggle on accounts you have set up in zero to feed information into Ferguson that assists with your reporting depending on your 0 account. You may have more or less of these. Some of these will be obvious as to what column needs to be toggled on. But if you aren't sure, please double check with your accountant to make sure you get the right account in the right place. Now that the housekeeping is done. There are a couple of other things we can look at. First, the importing of customers figures recommends that you import from zero when starting out fresh because the two softwares will only recognise exact matches and importing from zero ensures that the right customer details are mapped. If you're starting fresh with zero then it would be best to create the records and Fergus as Fergus will create records in zero. If it can't find a match. Lastly, you can see the disconnect zero option.
This is only generally used if you are switching 0 accounts or have made changes to the chart of accounts within 0 Fergus will remember your seedings. If you disconnect and reconnect the same 0 account and will allow you to select New sales and purchase accounts. If you have created them the two systems will assist you with a lot of the paperwork required giving you more time to focus on the business itself.
Thanks for taking the time to watch our video. if you have any questions, please contact us at support at Fergus dot com.
Kristie
Jess:
