Multi Entity Xero
Connecting Multiple Xero Organizations
For businesses operating across multiple entities, Derive makes it easy to manage them all from a single platform - without the manual effort of sorting, coding, and routing bills to the right place.
How Multi-Entity Works
Each Xero organization is connected as a separate entity within Derive. When a bill is processed, Derive automatically classifies it to the correct entity, codes the line items using that entity's chart of accounts and tax rates, and saves it as a draft bill - ready to be submitted for approval.
No manual sorting, no switching between organizations.
Because each entity maintains its own Xero connection, everything stays cleanly separated:
- Chart of accounts, tax rates, and tracking categories are scoped to each entity, so coding is always accurate
- Approval workflows can be configured independently per entity, with their own rules and approvers
- Sync settings are managed separately, giving you full control over what data flows between each Xero organization and Derive
This means your finance team can process invoices from a single inbox and trust that Derive will handle the classification, coding, and routing — regardless of how many entities you're managing.
Connecting Additional Organizations
- Go to Integration (or ask your Derive admin to add a new entity)
- Click Add Integration and authorize access to the xero account
- Select the additional organization from the list and click on Allow Access
- Navigate to the new entity's integration page Integrations → [Entity Name]
- Configure the sync and integration settings for that entity
Tip: Make sure you select the correct Xero organization in the consent screen. If you have many Xero organizations, scroll through the full list before authorizing.
Need help? Contact us at support@derivetechnologies.com or use the chat widget in the bottom-right corner of the Derive app.