Using the Locations feature to track your sales per location? The good news is that it also syncs with your Xero integration, saving you more time than ever and making sure that your books are always up to date.
If you’re new to Xero, go to the Xero tile/widget – you’ll find it under the Manage tab in the Yoco App (mobile or web) – and follow the steps in the Help & Setup section to enable the integration for your Yoco profile.
If you’re already using Xero, but you haven’t enabled Locations for it, follow the steps below to re-authenticate the accounting integration and grant the necessary permissions.
✨ Click here for a step-by-step guide to setting up locations for your business.
Go to the Manage tab.
Select the Xero tile/widget.
Select the Disconnect button in the top right corner of the screen.
Select the Connect again button.
You'll now be re-directed to the Amaka website to connect your accounting integration.
Log in to Amaka using the details you used when you set up your Amaka account.
Select the Connect to Yoco button.
Select the Allow button to give Amaka access the locations you’ve set up in the Yoco App (mobile or web).
Once you’ve given your consent, you’ll be redirected back to the Amaka website. Select the Save + Continue button to complete your setup.
During the setup process, you’ll be directed to the Select required functionalities page. When you land on this page, toggle the Sales sync switch to the ‘on’ position and choose the Summarised or Per Order option by selecting the button to the right of each heading.
Select the Save + Continue button.
Confirm whether or not you would like assistance to continue with your setup.
A full list of the locations you’ve set up in the Yoco App (mobile or web) will now appear on your screen.
💡 Good to know: The locations that are visible on your screen are all selected by default and cannot be deselected.
If you selected the Summarised sync option in step 11, select the dropdown menu next to the Invoice Breakdown Format heading and choose one of the two invoicing configuration options below. If you selected the Per Order sync option in step 11, the location name can’t be synced.
→ One invoice for all locations If you select this option, your invoice won’t reflect any breakdown per location.
→ One invoice per location If you select this option, the integration will create one invoice per location in your accounting file. The name of the location (not Yoco) will reflect as the ‘Contact’ name, e.g. Cape Town → 1 invoice, Jeffreys Bay → 1 invoice, etc.
Select the Save + Continue button.
💡 Please note: Transactions like payment links and invoices which are not tied to a specific location will appear under ‘No location’ on your invoice.
📍Xero + Locations FAQs
Locations aren’t showing up in my Xero software. What should I do? Check that you’ve re-authenticated the integration, accepted the necessary locations permissions, and completed the setup process in ‘Advanced View’.
Some of my sales are missing. What should I do? Make sure that you’ve selected all the relevant locations and that you’ve selected the ‘No location’ option if you’re using payment links and invoices which can’t be allocated to a specific location.
Why are some of my sales showing up with ‘No location’?
This happens when you:
Haven’t allocated one or more of your devices to a specific location.
Use payment links or invoices (as they can’t be allocated to a location).
Transact with a card machine that has been allocated to a location.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.