Connect Drum to Xero to use the finance integration for invoices and bills. Signing in with Xero is separate from granting access to these finance features.
Before you begin
You need access to the correct Xero organisation and permission to authorise the connection. A Drum account connects to one Xero organisation. Check the organisation before approving access.
Connect your account
Open your profile menu in Drum and select Integrations.
Select the Xero finance connection under Additional Integrations.
Follow Xero’s authorisation steps. Choose the correct organisation and review the requested permissions.
Return to Drum and check the connected organisation and permissions shown on the integrations page.
A button or permission label may mention payroll. Drum does not currently connect staff allowances to payroll; process allowances outside Drum.
Give staff access
Staff access depends on finance permissions and the connection or delegation available to the user. Each staff member does not necessarily need a separate Xero login. See finance integration delegation.
Use the connected workflows
Create an invoice and check its finance integration status.
Record project costs and manage eligible supplier bills.
Create a purchase order using the current Drum workflow. You do not need to create a cost first.
Manage expense claim items. Staff allowances are separate payroll items and are not sent to Xero as bills.
Synchronisation and permitted edits depend on the record type and status. Check the integration status and any errors in Drum, then confirm the result in Xero. Do not assume every change synchronises immediately in both directions.
Disconnect Xero
Open Integrations from your Drum profile menu and select Remove beside the Xero connection. You can also remove Drum through Xero’s connected-app settings.
Disconnecting stops future synchronisation. It does not remove records already created in either system.
For differences between invoice, supplier-bill and expense-claim updates, see the Xero synchronisation reference.