Configuring Xero for Bill Pay

Float Bill Pay offers seamless integration with Xero. Automatically sync bills and payments with Float's Xero accounting sync.

Guide Overview

Connecting Xero to Float

Create CAD & USD Clearing accounts in Xero

Choosing your CAD & USD Clearing accounts in Float

How to Enable Unpaid Bills Importing from Xero

Connecting Xero to Float

To connect your Xero account to Float, see the guides below:

Xero CAD Integration Guide

Xero USD Integration Guide

Create CAD & USD Clearing accounts in Xero

This account will handle both unpaid bills and payment reconciliation. 

How to Create a Clearing Account in Xero:

• CAD Clearing account:

  1. Head into Accounting > Bank accounts

  2. Press "Add Bank Account"

  3. Type in "Float Bank Account", hit the "Add it anyway" option to create the account

  4. Here is how you can configure the account:

     • Account name: Float CAD Clearing Account (anything that is convenient for you to remember)

     • Account type: Current Liabilities

     • Currency: CAD

     • Account number: 0000 (anything that is convenient for you to remember)

     • Ensure that "Enable payments to this account" is checked

  5. Hit "Save and Close" to save
• USD Clearing account: 

  1. Navigate to Accounting > Bank Accounts

  2. Press "Add Bank Account" to create a new bank account in your chart of accounts

  3. In the search bar, enter “Float” and once you see the result “0 results in Canada”, select the option “manually add your account details”

  4. Here is how you can configure the account:

     • Bank: Float (anything that is convenient for you to remember)

     • Account Name: Float USD Clearing Account (anything that is convenient for you to remember)

     • Account Type: Current Liabilities

     • Currency: USD - United States Dollar

     • Account Number: 0000 (anything that is convenient for you to remember)

     • Ensure that "Enable payments to this account" is checked

  5. Hit "Save and Close" to save

For more details, see the guides below:

Xero CAD Integration Guide

Xero USD Integration Guide

Choosing your CAD & USD Clearing accounts in Float

Choosing your Clearing account in Float:

• Make sure that the Clearing Accounts you set up are linked correctly in Settings > Accounting Sync > In the "Xero" section, select your USD and/or CAD Clearing Accounts from the drop-down menus

Choosing your Clearing Accounts for Bill Pay:

• Go to Settings > Bill Pay > Scroll to "Account Systems Settings" > Select your CAD and/or USD Clearing Accounts from the drop-down menus

How to Enable Unpaid Bills Importing from Xero

To enable this feature in Float:

1. Log in to Float as an Administrator and navigate to Bill Pay > Settings 
2. Toggle on "Import Unpaid Bills from Xero"

Once enabled, Float will automatically pull in your unpaid bills once a day. You can find them in the Unpaid tab on the Bill Pay page.

For more details, see: Importing Unpaid Bills from your Connected Accounting Software