What does not change
How you invoice, reconcile and report inside Xero.
Xero
Xero users are usually in a good position: the ledger is clean, the data is accessible, and the practical work is about completeness and the connection rather than the platform. The mandate does not ask you to replace it.
How you invoice, reconcile and report inside Xero.
Structured invoice data must reach an accredited provider, carrying buyer tax details and classification that a PDF invoice never had to hold.
Whether your contact records and tax rates are complete and consistent enough for structured invoices to validate first time.
The most common and most straightforward case.
Where invoices originate in a connected app rather than Xero itself, scope extends to that app.
Separate organisations per entity, each with its own scope and deadline.
Very common, and the first thing worth fixing regardless of which provider you eventually appoint.
Where rates have been applied ad hoc over time rather than from a controlled list.
Any invoicing happening in spreadsheets or apps needs bringing into scope explicitly.
To be clear about what we are and are not claiming: we do not sell a pre-built Xero product or plugin. We assess your setup, select and coordinate an accredited provider, and make the connection work. Where a provider advertises Xero support, we test whether it fits your configuration rather than taking the claim at face value.