Xero integration for trades
Looking for job management software with Xero? Nenvik connects selected customer contacts, invoices and applied customer payments to your Xero organisation. Posted supplier bills go across as DRAFT bills with their documents when available. Your accountant approves and reconciles in Xero, while you choose which records to send from Nenvik.
Choose the records
Send eligible customer contacts, customer invoices and applied customer payments. Draft and void invoices cannot be sent, and records before your send-from date stay unsent.
Connect Xero and choose records to send →Supplier bill export is on by default. Posted supplier bills tracked in To pay arrive as DRAFT bills with the current PDF, JPEG or PNG document attached when available. Your accountant approves and reconciles them in Xero.
Connect Xero and choose records to send →Posted paid receipt export is off by default. Review existing bank-feed entries with your accountant before enabling it, because sending receipts can duplicate transactions already recorded in Xero.
Connect Xero and choose records to send →Keep control
Choose Automatically when invoices are sent or Only when I choose, and set Send records from. The initial date is your connection date; changing it does not backfill old records. The same sending controls apply to supplier bills and eligible paid receipts.
Connect Xero and choose records to send →Use Don't send to Xero on an individual record. Check Not sent, Waiting, Sent to Xero or Failed, then open Settings → Accounting → Problems for safe retries. If a write result is uncertain or a mapping conflicts, check the existing Xero record with support before sending again.
Connect Xero and choose records to send →Reconnect the same Xero organisation to keep existing record links and settings. Older connections may need reconnection to include documents. A different organisation stops exports; existing links are never silently reused for another organisation.
Connect Xero and choose records to send →Payment status comes back
Update payment status from Xero is on by default. Payments recorded in Xero on exported customer invoices, including partial payments, appear as Recorded in Xero. They return once and are never sent back to Xero.
Connect Xero and choose records to send →Fully paid supplier bills show Paid in Xero and leave To pay on the Xero payment date. A later unpaid status reopens only bills closed by this sync. Local paid or unpaid status is not sent to Xero.
Connect Xero and choose records to send →How it works
Straight answers
Eligible customer contacts, customer invoices and applied customer payments, plus posted supplier bills as DRAFT bills with documents when available. Posted paid receipts can also be sent, but that option is off by default to help avoid bank-feed duplicates.
Yes. Choose automatic or manual sending, set Send records from and use Don't send to Xero per record. Records dated before the start date are ineligible even for manual sending, and changing the date does not backfill old records.
Yes. Update payment status from Xero is on by default. Payments on exported customer invoices appear as Recorded in Xero, including partial payments. Fully paid supplier bills show Paid in Xero and leave To pay. Local paid or unpaid bill status is not sent to Xero.
Connection controls require Owner access. Review failed records in Settings → Accounting → Problems and use the available safe retry. Check uncertain writes or mapping conflicts against the existing Xero record with support before sending again. Reconnect the same organisation to retain links and settings.
No. Your accountant approves draft bills and reconciles in Xero. Nenvik does not provide payroll or bank reconciliation, and QuickBooks and MYOB connections are not available yet.
Practical guides
Explore all features and check current plans and inclusions.
Review Nenvik's features and plan inclusions, then follow the Owner's Xero setup guide.
