Xero Release Notes

March 2023

Panoply now supports the collection of data from Xero.

What You Need To Know

When setting up the Xero data source, you will need to log in to your Xero account and select which organizations you wish to connect to Panoply.

The following Xero items may be collected:

• Accounts
• Bank Transactions
• Bank Transfers
• Batch Payments
• Branding Themes
• Contact Groups
• Contacts
• Credit Notes
• Invoices
• Items
• Journals
• Manual Journals
• Organisations
• Overpayments
• Payments
• Prepayments
• Purchase Orders
• Quotes
• Repeating Invoices
• Report: Aged Payables By Contact
• Report: Aged Receivables By Contact
• Report: Balance Sheet
• Report: Bank Summary
• Report: Budget Summary
• Report: Executive Summary
• Report: Profit And Loss
• Report: Ten Ninety Nine
• Report: Trial Balance
• Tax Rates
• Users