SignAndGoUsing SignAndGo with Xero.
A huge number of New Zealand businesses run their books in Xero, and many accountants and bookkeepers spend part of every week moving signed paperwork into it. Connecting SignAndGo to your Xero organisation takes that step away: when an envelope is finished, the signed document can go straight to Xero.
What the connection does
Two things. Signed documents can be filed into Xero automatically once everyone has signed, and new signers can be added as Xero contacts so you are not typing a client's name and email in twice. Everything else in SignAndGo works the same whether or not Xero is connected.
Setting it up
Connect from your SignAndGo settings and approve the connection in Xero, choosing the organisation you want documents filed in. Then decide whether completed documents should be filed automatically and whether signers should be added as contacts. Both are choices, not defaults you have to undo.
Run one test envelope to a colleague first and check where the signed copy lands in Xero before you switch it on for client work.
- Pick the right Xero organisation if you have access to more than one.
- Decide whether contacts should be created for every signer.
- Send a test envelope and look for it in Xero.
For accounting and bookkeeping practices
Engagement letters, authority forms for acting with IRD, and year-end sign-offs are the documents practices send most. Build each as a template with a Client role, and the signed copy can arrive in Xero alongside the client's record. When a partner needs to countersign, use an ordered envelope so it reaches them only after the client has signed.
For businesses billing from Xero
Trades, agencies and suppliers often send a quote or terms of trade, then invoice from Xero once it is accepted. With signers added as contacts, the customer already exists in Xero when you raise the first invoice. The signed terms sit with the record if a question comes up later.
What stays in SignAndGo
The envelope keeps its audit trail, completion certificate and verification ID in SignAndGo regardless of filing. Xero holds the signed document; SignAndGo holds the full record of how it was signed.
If you work across several organisations
Bookkeepers and practices often have access to many Xero organisations. Choose the one each connection should file into, and check it before switching on automatic filing so a client's document never lands in the wrong set of books. If a client's work moves to another organisation, update the connection rather than filing by hand.
Common questions
- Does every signed document go to Xero?
- Only if you switch automatic filing on. You decide when you connect.
- Will signers be added to Xero as contacts?
- They can be. Turn that option on and new signers are added as Xero contacts.
- Does the signer need Xero?
- No. Signers only open the SignAndGo link. Xero is on your side.