The Xero integration posts a daily accounting summary from ClubRight to Xero, so your books stay accurate without manual data entry and without flooding Xero with individual transactions. Each day's takings are posted as a single Manual Journal, keeping your Xero account clean while the full transactional detail stays in ClubRight.
⚠️ Important: we strongly recommend setting up the Xero integration alongside your accountant. This makes sure it matches the nominal codes and account structure they already have in place.
Connecting Xero
Open your Settings and go to the Integrations page.
In the Accounting section, find Xero and click Connect.
You will be taken to Xero to log in. Sign in with your Xero details to continue to ClubRight.
When Xero asks, allow ClubRight access to your organisation.
You will return to ClubRight and see the Xero settings screen, ready to configure.
Configuring your Xero settings
On the Xero settings screen you set how ClubRight posts to your accounts:
Default sales account: specify the account that sales should post to when a product does not have its own nominal code. If a product has a nominal code set, that overrides this default.
A Current Asset account for each payment method: set one for every payment method ClubRight can take. These accounts must be created in your Xero Chart of Accounts first, with "Enable payments to this account" ticked. You can use the same account for every payment method or a separate one for each, depending on how you manage Xero.
Auto post nightly: choose whether the daily transaction summary posts to Xero automatically overnight (the most common choice) or waits for you to post it manually.
⚠️ Important: when Xero is connected, the nominal codes on your products and memberships are pulled from Xero, and your ClubRight nominal codes are not used. Make sure every product and membership is using the correct Xero nominal code.
The daily Xero report
At the end of each day, ClubRight produces a transaction log covering every transaction that happened that day, including refunds. You can find it from the cogs menu, on the Xero report screen. The report lists each day's log, and you can click into any day for the detail.
If you post manually: click Post to Xero to create the Manual Journal in Xero. You can then click Posted to Xero to view that entry directly in Xero.
If you post automatically: this happens overnight with no action needed. Any errors are flagged in the report, and a failed post is left in Xero as a draft Manual Journal for you to check.
When viewing a Manual Journal in Xero, you can click Go to ClubRight to jump back to the report. This keeps all your sales and transactional detail in ClubRight and a tidy daily summary in Xero.
Have more questions about Xero?
If you need a hand connecting Xero or matching your nominal codes, click the orange chat button to talk to our team. We also recommend involving your accountant for the initial setup.
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