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LedgerAction.
CONNECT YOUR OWN XERO ORGANISATION

Match payments.
Keep chasing up to date.

Bring Xero invoice payments into LedgerAction for your accounts team to review. Confirm the right payment against the right invoice, with a clear record of the remaining balance.

Sign in to connect Xero Start with 5 free invoice credits
YOUR WORKSPACE, YOUR CONNECTION

Start from Payments received.

Every company using LedgerAction connects its own Xero organisation. Your customers continue using their usual invoice portal.

01

Connect your company

Sign in to LedgerAction, open your company workspace and choose Payments received — Xero connection & review from the menu. Select Connect to Xero.

02

Choose the right organisation

Use your Xero login, select your company and allow read access to invoices and payments. Back in LedgerAction, confirm the organisation and first import date.

03

Review and confirm payments

Select Sync payments now. Check the proposed customer, invoice, amount and existing receipts. Confirm each payment before the invoice balance reduces.

HUMAN CONFIRMATION BUILT IN

Useful matching.
A clear review trail.

LedgerAction suggests a match where it can. A matched payment awaiting review pauses further chasing on that invoice. Your accounts team checks it before the balance changes and a receipt is prepared.

Part payments leave the remaining balance outstanding. If a payment was already entered manually, link it to the existing receipt to avoid recording or emailing it twice.

  • Read access to Xero invoices and payments.
  • Company connections and review queues stay separate.
  • Scheduled checks plus Sync payments now.
  • Changed or reversed payments are flagged for review.
  • Pause or disconnect from your company portal.
BEFORE YOU CONNECT

A few useful details.

Does this reconcile my bank account in Xero?

No. First allocate and reconcile the payment against a sales invoice in Xero. LedgerAction then imports it for review against the corresponding invoice in your portal. Raw, unallocated bank-feed entries are not imported.

Which payments are supported?

The current connection supports payments against GBP sales invoices. Your team reviews other currencies, credit notes, prepayments and any payment corrections separately.

Will payments update instantly?

Automatic checks run on a schedule. Use Sync payments now when you want to check sooner. Balances change only after your team confirms the payment.

Can every company connect its own Xero account?

Each company workspace has its own connection and review queue. A company team member with the necessary access in Xero authorises that company’s organisation. If Xero does not allow the connection, contact LedgerAction for help with availability and setup.

Where can my team find help?

Open Payments received in your company workspace and select How to connect Xero and review payments. The guide covers setup, missing payments, existing receipts and disconnecting. You can also contact LedgerAction.