Audience: Xero Admin and MineralTree Accounting Manager
Accounting System: Xero
Summary: Reviews mapping fields to show how each field is represented in MineralTree and in Xero.
Company
Entities
| Category | Xero | MineralTree |
|---|---|---|
| Entity | Company Name | Entity |
Bank Accounts
(Cash Management: Checking Accounts, Savings Accounts, and Credit Card Accounts)
| Xero | MineralTree |
|---|---|
| Account Name | Account Name |
| Account Number and Routing Number | Account Details |
| Currency | Account Currency |
Credit Card Accounts
| Xero | MineralTree |
|---|---|
| Account Name | Credit Card Name |
Dimensions
| Xero | MineralTree |
|---|---|
| Account | Account |
| Item | Item |
Credits
Credits must be created and applied in Xero
| Xero | MineralTree |
|---|---|
| Credit Notes | Credits |
Contacts/Vendors
Contacts are listed as Vendors in MineralTree.
| Xero | MineralTree |
|---|---|
| Contact Name | Vendor Name |
| Postal Address | Address Line 1 |
| City/Town | City |
| State/Region | State/Province |
| Postal / ZIP Code | Post Code |
| Country | Country |
| Phone | Phone |
| Fax | Fax |
| Contact Email | |
| Tax ID | Tax ID |
| Routing Number | Bank Routing Number |
| Account Number | Bank Account Number |
| Default Account | Default Expense Account |
| Terms | Term |
Bills
Bills in Intacct correspond to Invoices in MineralTree.
| Xero | MineralTree |
|---|---|
| Bills | Invoices |
| From | Vendor Name* |
| Reference | Bill Number |
| Date | Invoice Date |
| Due Date | Due Date |
| Currency | Transaction Currency |
| Description | Memo |
| Account | Account* |
| Amount | Net Amount* |
| Item | Item |
| Qty | Quantity |
| Unit Price | Cost Per |
| Description | Description |
Payments
Posted Payments in Xero correspond to Payments in MineralTree.
| Xero | MineralTree |
|---|---|
| Contact | Vendor |
| Total | Amount |
| Payment Date | Payment Date |
| Reference | Payment Type |
| Account | Paid From |
Customer Support
Please reach out to Customer Support with any questions.
- Phone: 855‑672‑9669
- Email: mtsupport@mineraltree.com