Transport Management System for Xero

Updated 05 November 2026
3 min read
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Connect worxTMS to your Xero accounting system to simplify invoicing and keep your accounting information synchronised with worxTMS.

Connecting Xero

Click "Connect to Xero"

Start the integration by clicking Connect to Xero. This will open the Xero authorisation process and allow you to select the Xero organisation you want to connect.

Enter your Xero email address and password to authenticate. If your Xero account uses Multi-Factor Authentication, you will be asked to complete that step next.

Complete MFA if required

If Multi-Factor Authentication is enabled on your Xero account, complete the verification step.

Allow access to worxTMS

Review the permissions shown by Xero and approve access for worxTMS to connect to your selected Xero organisation.

Xero is Connected

Once authorisation is complete, worxTMS will confirm that your Xero account is connected. You will also have the option to disconnect Xero if required.

Complete These 3 Setup Steps

Add customers that require mandatory Purchase Orders
If any of your customers require a Purchase Order (PO) number for invoicing, add them here so worxTMS can enforce this requirement automatically.
Select the services/items you want to use in worxTMS
If your Xero account contains many services or items, select only the ones you plan to use in worxTMS.
Select your Fuel Surcharge item
Choose the Fuel Surcharge service/item from your Xero account. When a shipment includes a fuel surcharge, worxTMS will add it as a separate line item on the invoice.

Invoice Updates & Synchronisation

worxTMS keeps relevant invoice information synchronised with Xero. Changes made to invoices in Xero can be detected and reflected in worxTMS.

If an invoice is voided or deleted in Xero, worxTMS can remove the invoice so it can be created again without conflicts.
Changes to Customer Ref / Order Number can be synchronised back to worxTMS.
Changes to pricing, services or totals can also be synchronised.

Tip: If you only need to change the Price, Reference Number, Service or other invoice details, you can update the invoice directly in Xero. There is no need to void or delete the invoice.

✓ Xero Integration Complete

Your worxTMS account is now connected to Xero. You can continue setting up worxTMS and begin using the accounting integration with your shipments and invoices.

Connect once. Let worxTMS and Xero keep your invoice information synchronised as you work.

Frequently asked questions

Is there a transport management system that works with Xero?

Yes. worxTMS is a transport management system (TMS) that integrates with Xero. You book, dispatch and track loads in worxTMS, and the invoices are created in your Xero organisation.

What goes from worxTMS to Xero?

Shipment invoices, using the services or items you choose from your Xero account. Fuel surcharges are added as their own line. Changes you make to an invoice in Xero, such as the price or customer reference, can be synced back to worxTMS.

Do I need to change how I use Xero?

No. You keep working in Xero as you do now. worxTMS simply saves you from typing invoices for every load by hand.

Is this for trucking and other transport companies?

Yes. worxTMS is built for transporters, same-day and messenger services, freight brokers and businesses that run their own deliveries, with any type of vehicle, from one bakkie or van to a full fleet of trucks.

Can I use QuickBooks Online or free accounting instead?

Yes. worxTMS also connects to QuickBooks Online, or you can use FrontAccounting, which is built in at no extra cost. Try worxTMS free for 30 days.

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