Xero, MYOB & Finance Integration
The platform should be compatible with Xero, MYOB, CSV exports and Power BI reporting.
Xero Compatibility
- Create/update customer contacts.
- Push approved invoices to Accounts Receivable.
- Sync payment status and aged debtors.
- Post payroll journals or connect payroll provider.
- Map services to chart of accounts and tracking categories.
MYOB Compatibility
- Customer and invoice sync via API or CSV import.
- Payment reconciliation.
- GST/BAS-ready data mapping.
- Payroll journal export if payroll is external.
- General ledger and finance reporting exports.
Recommended Finance Data Mapping
| Platform Field | Xero/MYOB Field |
|---|---|
| Participant | Customer / Contact |
| Invoice Number | Invoice Reference |
| Support Item | Item Code / Account Code |
| Service Category | Revenue Account / Tracking Category |
| Worker / Location | Tracking Category / Job Code |
| GST Treatment | Tax Code |
Recommendation: Use Xero as the primary accounting system, and keep the NDIS platform as the operational source of truth for participants, rosters, timesheets and claim evidence.