Accounting

Settings → Accounting connects Logistified to your accounting system so supplier bills post there automatically as your purchase orders move through their lifecycle. Today this connects to Xero. It’s part of the ElevateElevate planThe top subscription tier. Adds Return Orders (RMAs), Constraint Studio, and the PO Constraint Optimizer. Read more → plan — shops on a lower plan see an upgrade prompt instead of the settings tabs.

On this page

• Connecting Xero
• Multiple organisations
• Syncing existing purchase orders
• Purchase order sync settings
• See also

Connecting Xero

Open Settings → Accounting → General. Click Connect Xero. This opens Xero’s login and authorization screen in a new browser tab — it can’t happen inside the embedded app. Log in (if needed) and approve access, choosing which Xero organisation to authorize.

Xero then redirects that new tab to a confirmation page. What it shows depends on what happened:

Outcome	What you see
Success	”Xero connected” with the organisation name(s) authorized
You cancelled at Xero	”Xero connection not completed” — nothing was changed
The connection request expired	”Invalid or expired request” — restart from Settings → Accounting
Something went wrong	A specific error message and a suggestion to retry

Close that tab, return to the Accounting settings tab, and click Refresh — the newly connected organisation appears in the list with a status badge (for example CONNECTED), who connected it, and a Disconnect action. Disconnecting asks for confirmation and doesn’t remove anything already synced to Xero — “Synced documents stay in Xero.”

Note

If a connection needs re-authorizing (for example, access was revoked on the Xero side), its badge changes to a needs-attention state and the row explains what to do — usually reconnect using the same button.

Multiple organisations

You can connect more than one Xero organisation. Exactly one is the primary — the one purchase orders actually sync to. If you connect a second organisation and neither is marked primary, a warning appears: pick the active push target using Make primary before syncing anything. The primary organisation’s row carries a Primary badge.

Syncing existing purchase orders

There is no bulk push of historical purchase orders — many businesses already have those bills in Xero, and pushing them again would create duplicates alongside hand-entered documents. Instead:

• The bill doesn’t exist in Xero yet: open the order and use the manual Create Bill push on its Accounting card — you decide order by order.
• The bill already exists in Xero: connect it instead of creating a duplicate. The Connect existing bills card on the General tab matches bills to purchase orders by bill number and links them in one review — nothing is written to Xero. Individual orders can also be connected from their Accounting card. See Connecting existing bills.

Purchase order sync settings

Open the Purchase Orders tab (each connected organisation gets its own card once at least one is connected).

Bill creation mode

Mode	What happens
Manual	A bill is only created or updated when you push it yourself from the purchase order.
Automatic creation	The bill is created once, automatically, when the order reaches a status you choose — in whatever bill status that stage is mapped to. Later changes still need a manual push.
Full auto	Bills are created and kept in sync automatically — the bill status follows the mapping as the order progresses, and meaningful changes update the bill without you doing anything.

Choosing Automatic creation adds a Create the bill at status dropdown, listing purchase-order statuses. Full auto requires at least one lifecycle-mapping entry (below) or you’ll see a validation error.

Lifecycle mapping

This decides what status the bill takes as the purchase order moves through its own statuses — Draft, Submitted for approval, Authorised, or left Not mapped. The rule: the bill takes the status of the highest mapped stage the order has reached, and a bill’s status never moves backwards. Stages without an entry inherit the previous mapped stage; before the first mapped stage is reached, no bill exists yet.

For example, mapping only “Received” → “Authorised” means no bill is created until the order is Received — at which point it’s created already Authorised, skipping Draft and Submitted.

Accounts

Account pickers, populated from the connected organisation’s chart of accounts (Refresh accounts from Xero pulls the latest list):

• Default expense account — where line-item costs post by default.
• Shipping account — where shipping charges post; defaults to the expense account if left unset.
• Additional costs / discount account — where extra charges and discounts post; also defaults to the expense account if unset.

See also

• Set up Xero accounting — the end-to-end setup walkthrough and overview of everything the integration can do.
• Accounting → How bill sync works — what pushes update, what they never touch, and how paid bills are protected.
• Accounting → Connecting existing bills — linking orders to bills that already exist in Xero.
• Purchase Orders → Accounting sync — the per-order sync card, its states, and manual push actions.
• Settings → Tax rates — importing tax rates from Xero and mapping them for accurate bill tax.
• Suppliers → Accounting contacts — linking suppliers to Xero contacts so bills post to the right record.

Last updated: 22 July 2026