CartonCloud integrates with the following accounting software applications, within CartonCloud these are referred to as "Accounting Connectors".

Each Software Application contains its own specific options which can be configured in CartonCloud by navigating to a specific Customer, by selecting Contacts in the main menu, followed by Customer in the drop-down menu. Then select the target customer, followed by the Edit button on that Customers page. Then, navigate to the Invoice tab, followed by the nested Accounting Connector Tab. 

Multiple Accounting Connectors

CartonCloud supports multiple simultaneous Accounting Software Connections. This means you could have several MYOB connections, several Xero connections, or a combination of both within a single CartonCloud Account. From there, you can then link some customers to one Accounting Connector, and others to the other.

Xero Specific Customer Settings

For users of Xero accounting software, there is an additional Customer Specific setting that is available called "Branding Theme". 

This allows you to assign customers with a specific Xero branding theme as required (you can read more about this setting here: Xero Custom Invoice Quote Templates )

NOTE:  When making changes to this template in Xero, you will then need to update your Customer Settings in CartonCloud. You can do this by using the Refresh Xero Branding Theme List from the Accounting Connector page in the Customer Settings.

This will apply to both NEW templates that are created and CHANGING of templates for the customer.

Reconciliation Report

To export a list of all invoices/bills and their corresponding Accounting Software Invoice Number, use the reconciliation report:

Consignment Line Items

Rather than sending single lines for "Charges for Freight", CartonCloud can send individual Consignments as line-items.

Currently, Line-Item support is limited to Consignments. Sale Orders, Purchase Orders and Storage Periods are still sent through as totals.

To enable Consignment Line Items:

  1. Go to Organisation Settings. Click on Invoice tab.
  2. In the "Invoice defaults" box, enable "Send Consignments information as part of summary when uploading Invoice to Accounting Connector" setting. 

Any invoice that is uploaded to Accounting application will contain information from Invoice Totals.

Example comparison of how invoices will look:

Line Items DisabledLine Items Enabled