Audience
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Admin
Objective
This article explains how to connect PSOhub to Xero, configure your default revenue account, and set your invoice preferences so that invoices are pushed correctly from PSOhub to Xero.
Prerequisites
You must have Admin user access in PSOhub. You must have an active Xero account with the permissions to authorize third-party integrations. Any existing accounting integration in PSOhub will be removed when you connect Xero. This action cannot be undone.Steps
Connect to Xero
- Navigate to Settings and select Integrations.
- Select the Business Unit Apps tab.
- Select the relevant business unit from the Select a Business Unit dropdown.
- In the accounting integrations section, locate the Xero tile and click Connect.
- A confirmation dialog will appear stating that any existing financial integration will be removed. Click Proceed.
⚠️ Important: Connecting Xero will remove any other active accounting integration in PSOhub. This action cannot be reversed.
6. You will be redirected to Xero to authorize the connection. Log in with your Xero credentials and grant the requested permissions.
7. After authorizing, you will be returned to PSOhub, and the Test connection screen will appear.
Configure and Test the Connection
8. In the Revenue account field, enter the default GL account from Xero that PSOhub will use when pushing invoice lines.
📌 Note: You can change this default at any time under Settings > Organization > GL Accounts. If a specific contract line requires a different revenue account, you can set this in the Accounting details section of that contract line — either in your contract template or directly in the project.
9. To have PSOhub automatically send invoices to the customer via Xero after pushing, check the Automatically send invoice to the customer checkbox.
📌 Note: If this checkbox is unchecked, invoices will be pushed to Xero but not automatically sent to the customer. Credit notes are never sent automatically, regardless of this setting.
10. Click Test to validate the connection.
11. If the test succeeds, a success message will appear. Click OK to complete the setup.
📌 Note: If the test fails, an error message from Xero will be displayed. Contact PSOhub support if you are unable to resolve the error.
Configure Invoice Due Dates
12. To ensure invoice due dates appear correctly in Xero, navigate to Settings > Invoice Settings and in the Information & Defaults tab, set the default number of Due days invoice.
📌 Note: If a specific project has a different payment term, you can also set the number of due days directly in the left panel of the project screen.
Result
PSOhub is now connected to Xero. Invoices created and sent in PSOhub will be pushed to Xero using the default revenue account you configured. Once an invoice has been sent, the Xero invoice number will appear in PSOhub as a deep link, taking you directly to the invoice in Xero.
When an invoice is marked as paid in Xero, a signal is sent to PSOhub and the invoice status is updated automatically.
📌 Note: Changes made to an invoice in Xero are not synchronized back to PSOhub. To ensure accurate project-level reporting, always make adjustments in PSOhub before pushing to Xero.
Next Steps
✅ Understand how PSOhub maps data to Xero
Review the full field mapping between PSOhub and Xero, including contacts, invoices, and invoice lines.
Xero Integration: Data Mapping and Field Reference
✅ Set up GL accounts for contract lines
Assign specific revenue accounts to individual contract lines to override the default Xero revenue account.
GL Accounts: How to Add and Manage Them in PSOhub
✅ Create and send your first invoice
Learn how to create an invoice in PSOhub and send it to a customer via Xero.
How to Approve & Send an Invoice in PSOhub