Xero Accounting

Connect Xero Accounting and your assistant can work with your books — finding contacts, invoices, and credit notes, checking bank summaries, and creating invoices, bills, payments, and other accounting records.

What’s included

With Xero connected, your assistant can:

Look things up — find contacts and invoices, list contacts, invoices, and credit notes, and get invoice online URLs
Check finances — get bank summaries, tenant connections, and tracking categories
Create records — sales invoices, bills, bank transactions, credit notes, and payments
Manage contacts — create or update contacts, and find-or-create by lookup
Send invoices — email an invoice to a customer

Connecting Xero Accounting

Go to Integrations
Find Xero Accounting and click Connect
Authorize Town in Xero (sign in when prompted)
Return to Town

Your assistant is limited to the organisations your Xero account can access. You can revoke access anytime from Xero settings.

What your assistant can do

Capability	What it does	Makes changes?
Find contacts and invoices	Search and read contacts, invoices, credit notes	No*
Get bank summary	Review bank account activity	No
List tracking categories	See your tracking setup	No
Create or update contacts	Keep your contact list current	Yes
Create invoices and bills	Draft sales invoices and bills	Yes
Create payments and credit notes	Record payments and credits	Yes
Create bank transactions	Add bank transactions	Yes
Email invoices	Send an invoice to a customer	Yes

* Contact lookup can optionally create a contact when none is found, so Town treats it as a change and asks for approval by default.

Use cases

Invoice from email — “create and email an invoice to Acme for last month.”
Receivables check — “which invoices are overdue?”
Bookkeeping summaries — routines that summarize new invoices and payments.

Good to know

Invoices, bills, and payments are real financial records — use approval-required tool settings in routines that create or send them.

Integrations overview — How integrations give your assistant context
Routines — Automate bookkeeping workflows