Striven HELP
Striven to XERO Integration Information
- Adam Sheean
Overview
Striven can export a daily set of journals to XERO Cloud.
This saves you from having to enter in monthly postings into XERO from reports in Striven and can provide accurate accounting reports in XERO on a daily basis.
You would use XERO for your Balance Sheet, Profit and Loss Report, BAS reports and Bank Reconciliation.
As Striven doesn’t have a Wages component, you would also use XERO for your Wages if needed.
Striven will use your current Chart of Accounts that are setup in XERO already and will use these to send journals to the appropriate accounts. Such as Sales, Cost of Goods Sold or Inventory.
It is a manual process that is run in Striven that physically creates the journals in XERO. It isn’t run “automatically” as these external accounting systems do require an SMS or other authentication sometimes.
Striven can also create Creditor Invoices and Credits in XERO so you can make payments to your suppliers in XERO if you wish. This is a great time saver as your staff can create the Receival (which updates the On-Hands), then creates the Invoice immediately which is sent to XERO. As long as your staff ensure that paperwork matches the Invoice that was created in Striven this should save you a lot of time.
Striven will also “separate” any Direct Deposits or Cheques that have been made in Striven when the postings are made so you can easily reconcile each posting in the XERO Bank Reconciliation. Further details are shown below.
You would run all Debtor reports in Striven such as Trial Balance, Statements or Sales Reports, where you would see all details for each customer. You will only see the “Trade Debtors” increase or decrease in XERO on a daily basis.
If you send your Creditor transactions across to XERO you can use XERO for all your Creditor (or Accounts Payable) reports. This is handy as you may want to post certain “Non-Stock” related transactions directly in XERO such as Telstra or Rent.
Data Flow
Below is a diagram of what data is transferred from Striven to XERO.
The Striven to XERO integration is a “one way street”, so only data flows from Striven into XERO, not both ways.
Customer information and Stock information are not transferred at all. All of that information is summarised into a daily set of journals.
You keep track of what Debtor owe you money in Striven as all the transactional data is in there.
You keep track of Creditors you owe in XERO.
Journals
Daily Account Journals
It sends 2 sets of journals across: 1 “Sales Journal” and 1 “Purchase Journal”. This is to ensure all the Tax postings will go into your BAS calculations correctly.
As you can see there are several “Sales” and “Purchases” that occurred during that day but have been combined into 2 journals that go across to XERO.
Direct Deposits and Cheques
Here is a listing of all Payments that have been made in Striven by either Direct Deposit or Cheque. We separate these postings out so you can quickly see them in your Bank Reconciliation in XERO.
Creditor Invoices and Credits
If you have set to create Creditor Invoices or Payments in XERO, a report like below is printed, showing you each Invoice that is to be created in XERO and which Creditor it will go to.
Setup XERO Integration
Work with your accountant to create the Chart of Accounts you wish to use in your business.
Once you and the accountant are happy with your accounts, export them by following these instructions.
Our implementations team will work with you and your team to ensure these accounts are optemised to work best with Striven.
These settings are loaded in the back end of Striven ready for Journals to be sent to XERO.
Our implementation team will “connect” Striven to your XERO account. Let Striven do this for you to ensure it is all setup correctly.
Watch the setup and example export
How to Export Journals to XERO
Journals are sent through to XERO as often as you choose.
Most stores export their journals each day.
This can be performed in our Journal Export area.
Item | Image | |
|---|---|---|
| 1 | Load Journal Exports. Press F9 for the Report / Export |  |
| 2 | Review the report is what you expect. Close the report preview. |  |
| 3 | Now press F9 again to create these journals in XERO. |  |
| 4 | The status will be shown as Completed. If there are any issues it will be shown on the screen. Please contact for help if needed. |
|
FAQ
How much does it cost for Striven to XERO integration?
There may be a once off charge for the initial setup of GL integration in Striven, but there are no ongoing costs.
Do Debtor payments automatically get created in Striven when a customer pays their account and it appears on my Bank Statement?
No, you will need to create the Debtor Payment in Striven. Most stores will review their Bank Account in XERO / Bank Website each day, then create the payment on the debtor account in Striven. You should ensure that the date that it landed in your bank account is the same as the date you enter in Strivens debtor payment to ensure you can do you bank reconciliation easily in XERO. As you would need to reconcile everything that went into your bank to whether or not it went into Striven correctly.
Is there training provided?
Yes, Striven will provide training on the processes required to transfer those journals to XERO.
Also will show you the reports you should run on a monthly basis and how to check what made up those journal postings.
Do the journals appear in XERO automatically?
No, the Export Journals process is required to be done as a manual process. This process only takes a minute. The reason it isnt automatic is due to the occasional prompt for your 2 factor authentication that may appear. The export process can be done daily or each couple of days. No data is missed it knows the data you have already exported.
What if I have already done my export, but I had to back date a transaction?
Striven knows what journals have been exported. So even if you have already exported data for a day and you back date a transaction it will still export this journal.