Xero is a cloud-based accounting software platform designed mainly for small and medium-sized businesses.
Please Note: Only Xero account holders are able to use their services through Boex. Registering for an account is quick and easy and will benefit you in the long run if you are considering accounting support and services.
How Boex and Xero Work Together
Boex focuses on the trade side — creating, sharing, and managing digital trade documents such as Bills of Exchange, Commercial Invoices, and Purchase Orders, all within a legally recognized digital framework (like the UK’s ETDA 2023).
Xero, on the other hand, focuses on the accounting side — keeping track of your company’s financial records, payments, and cash flow.
Stage | Boex handles | Xero Handles |
Trade Setup | Create and issue digital trade documents (BoE, Invoice, PO, etc.) | The ability to create documents from importing data through Xero |
Execution | Track acceptance, negotiation, or payment terms | Records the trade value as accounts receivable/payable |
Payment | Confirms when a Bill or trade is settled | Reconciles the payment with your bank account |
Reporting | Stores digital records of the trade | Generates financial statements and tax summaries |
How Boex Works with Xero
Boex now connects with Xero to make your trade documentation even smoother.
Import Documents from Xero to Your Bill
Already created an invoice or trade document in Xero?
You can easily pull it straight into Boex and attach it to your Bill of Exchange.
Here’s how:
Choose Xero (external app) as your document source.
Sign in to your Xero account if needed.
Pick the document you wish to attach — Boex will show you all available options.
Once you select it, it will be imported directly to your bill.
That’s it. You’ve successfully pulled a document from Xero into your Boex trade!
For a detailed walkthrough, check out:
Need More Help?
For any further Questions on Xero and how Boex will be using it within the platform, don’t hesitate to contact support at [email protected]