You can connect Allfred with Xero and send your outgoing invoices and expenses straight to your Xero organisation. You only need to connect once; after that, you export whenever you need to and choose which documents and which dates to include. When an invoice is paid in full in Xero, its payment status is updated in Allfred too.
Connecting Allfred with Xero
⚠️ Who can connect: Only users with the Admin or CFO role can connect Allfred with Xero. You also need to have access to the Xero organisation you want to connect.
Start in Allfred, in the Finance section:
Go to Finance → Outgoing invoices.
Click the Xero Integration button in the top right corner.
You'll be redirected to Xero. Log in with your Xero account.
Review the permissions on the consent screen and click Allow access.
What Allfred asks for access to
On the Xero consent screen you'll see that Allfred.io wants access to your Xero organisation. The access covers:
View and manage: attachments, business transactions, contacts and organisation settings.
View only: general ledger and reports.
User account information: your name, email and user profile.
💡 Tip: You can disconnect Allfred at any time in your Xero settings under Connected apps.
Exporting data from Allfred to Xero
Once Allfred is connected, you can export your documents to Xero:
Go to Finance → Outgoing invoices.
Click Export and choose Xero from the list.
In the Xero export window, tick what you want to export: Outgoing invoices, Expenses, or both.
Set the From and To dates for the period you want to export.
Click Export.
Allfred then prepares the export in the background. It may take a while, so you can close the pop-up and check your data in Xero after about 5 minutes.
Where to find your data in Xero
Allfred sends the documents themselves (invoices and expenses), and they appear in these places in Xero:
Outgoing invoices: Sales → Invoices
Expenses: Purchases → Bills
⚠️ Please note: Working with the documents inside Xero (editing, approving, reconciling, reporting and so on) is handled by Xero. If you have questions about that, please contact Xero support.
Payment status sync from Xero to Allfred
When you update the payment status in Xero, Allfred picks it up and updates the payment status of the document in Allfred as well.
⚠️ Important: The status is updated in Allfred only when the document has been paid in full in Xero. Partial payments are not reflected in Allfred.
FAQ
Who can connect Allfred with Xero?
Only users with the Admin or CFO role, and they need to have access to the Xero organisation they are connecting.
Where do I connect Allfred with Xero?
In Allfred, go to Finance → Outgoing invoices and click the Xero Integration button. You'll be redirected to Xero to log in and allow access.
Do I have to connect every time I export?
No. You connect once. After that, you only use Export → Xero in Outgoing invoices whenever you want to send data to Xero.
Can I export only invoices, or only expenses?
Yes. In the Xero export window, tick Outgoing invoices, Expenses, or both, and choose the date range.
Where do my exported invoices and expenses appear in Xero?
Outgoing invoices appear in Sales → Invoices, and expenses appear in Purchases → Bills.
How long does the export take?
It can take a while. You can close the pop-up and check Xero after about 5 minutes.
I marked an invoice as partially paid in Xero. Why is it not updated in Allfred?
Allfred updates the payment status only when the document is paid in full in Xero.
I need help with something inside Xero. Who can help?
Please contact Xero support, as they can help with everything you do within Xero itself.
How do I disconnect Allfred from Xero?
In Xero, go to your settings and open Connected apps, where you can disconnect Allfred.io at any time.