Frequently Asked Questions

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Xero

Yes, you are able to connect your Expandly account with Xero and then use Expandly to either manually or automatically (on a schedule) push your orders over to Xero.

Yes, Expandly allows you to import your tracking categories from Xero. These can then be mapped to a range of fields on Expandly so these can then be easily identified within your Xero account.

No, you can only have one Xero organisation activated on Expandly account at any given time.

Yes! We have a partner portal that will allow multiple client accounts to be connected to one partner account for you to manage from a central location. Please get in touch for more details on this.

Once you have connected your Xero account to Expandly, you will be required to map your Sales Channels together with Other Revenues and Taxes on Expandly.  This will allow you to determine what Sales Account, Status, Bank/Control Account and Batch option, orders are sent across to Xero.

Other revenues, such as shipping or gift wrapping along with taxes, can also be mapped so you can be confident that when orders are pushed across to Xero, they are being sent to the correct location and have the correct information associated to them.

We have a number of Support Guides available within our Help Centre to assist with setting up Xero on Expandly or alternatively, please get in touch with the Support Team, who will be happy to help with any Xero setup queries you may have.

 

When pushing orders to Xero via Expandly, yes, it will transfer customer information alongside the order into Xero for you.

Expandly does not currently pull fees from the sales channels, and therefore will not push this information to Xero. This is something we are working on in our Development Roadmap and hope to implement in the future. For the time-being, we recommend you process these as a bill or journal based on the invoice or settlement statement provided by your sales channel or payment provider.

Yes, Expandly can help you with getting your orders over to Xero and supports PayPal payment so that will not be a problem.

Yes, on Expandly you are able to import historical order data to your Sales Orders page. Once these are in Expandly you will be able to send them over to Xero in the same way as other orders.

You can send any sales channel orders over to Xero using Expandly – there are no limitations on this. You can also create custom stores/manual orders on Expandly too and get these orders send over to Xero as well.

Yes. There are no limitations put in place during your trial period so you are able to connect Xero to Expandly and start sending orders across to your Xero account.

If there are any refunds or returns, you have to process those directly on the channel or payment provider as Expandly don’t get involved in the actual payment side of things. You can then capture any activity on Expandly by marking an order as returned/refunded etc which will bring the stock up to date again. You can also set your account to automatically import your returns into Expandly.

If an order is cancelled within 12 hours of being placed and before the Expandly automation pushes it to Xero, then the system will know the order is cancelled. If it knows it has been cancelled it will not send it to Xero, however if it is cancelled beyond the 12 hour timeframe then Expandly might still send the order to Xero. In this case you will have to capture the refund/return in Xero manually by creating a credit note or journal.

When mapping Xero on Expandly, you have the option to group/batch your orders together. This will create a single invoice for multiple orders based on a number of different criteria. This will mean that the number of invoices being sent across to your Xero account should reduce significantly and will allow you to avoid hitting these Xero transaction limits.

Yes, absolutely! Any purchase orders that have been created on Expandly, can also be sent over to Xero.

Ebay

Expandly does not currently pull fees from the sales channels, and therefore will not push this information to Xero. This is something we are working on in our Development Roadmap and hope to implement in the future. For the time-being, we recommend you process these as a bill or journal based on the invoice or settlement statement provided by your sales channel or payment provider.

Yes, Expandly can help you with getting your orders over to Xero and supports PayPal payment so that will not be a problem.

If there are any refunds or returns, you have to process those directly on the channel or payment provider as Expandly don’t get involved in the actual payment side of things. You can then capture any activity on Expandly by marking an order as returned/refunded etc which will bring the stock up to date again. You can also set your account to automatically import your returns into Expandly.

Shopify

Expandly does not currently pull fees from the sales channels, and therefore will not push this information to Xero. This is something we are working on in our Development Roadmap and hope to implement in the future. For the time-being, we recommend you process these as a bill or journal based on the invoice or settlement statement provided by your sales channel or payment provider.

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