Steps to Install PostTrans for Xero:

1) Requirements

PostTrans is an Excel add-in for Microsoft Windows running under Windows. 

Unfortunetly the Mac version of Excel does not support such addons.

2) Install the Program

Run the following install program, logged in as user who is going to use PostTrans fro Xero, no admin rights are needed.  PostTrans is installed on a per user basis.

Download PostTrans for Xero

3) Evaluate, Purchase and Unlock

PostTrans will work fully with the Xero Demonstration company.  When used with a live Xero company, it will ask for Credit Card details.   Your credit card will be debited every month, and subsequent renewals can be cancelled at any time.  See Xero Prices

To purchase PostTrans, simply press the Setup button on the PostTrans toolbar. Then on the bottom right of this window press View your Accounts and Billing. This will take you to a page to purchase or cancel PostTrans subscriptions.

PLEASE NOTE : The Standard version will only allow the select of ONE live company per day. The Pro version has no such restriction.

4) Shared Network Installation

If you have many users, you can create a folder on a network share and allow PostTrans to use it as a central depository for upgrades.  These are then rolled out to users when published.   See Shared Network Installation

5) Getting Started

We have a section on "Getting Started" which explains the use of PostTrans.

Installation FAQ

See our FAQ section

Help and Demo

Online Training: see the online training page for a complete training on PostTrans.

Demonstration Video

1. 15/08/2026POSTTRANONLINEVersion 1.0.41Release

   • New upgrade routine
   • Diagnostics for cache

2. 28/01/2026PostTranOnlineVersion 1.0.38

   • 1.0.38 Release
   • 202601281027 Double click fixs for new Xero URL
   • 202601281016 Bank account reconciled
   • 202601281006 Undid Did not allow all same pay ref, improved warning message about unique Pay ref
   • 202601280931 Did not post TLTracking2 if no TLTracking1 expressed. Fixed

3. 20/01/2026PostTranOnlineVersion 1.0.36

   • 1.0.36 Release
   • 202601201618 Moved cache on next read to top of function
   • Shows Company code on all searches
   • 202601201442 Did not post more than one receipt in certain config

4. 15/01/2026POSTTRANONLINEVersion 1.0.35

   • 202601140956 Cache Errors, after pressing refresh cache crash, object not reloaded properly
   • 202601141110 Clear All Cached Data did not do all companies causing confusion
   • 202601141320 Crashed when search initited before other things, cause Chilcat not unlocked yet. FIXED
   • 202601141400 Failed to inialise the company code list when first seaching on THBefSWCompany field
   • 202601141438 Inclusive VAT on Journals implemeneted, and removed THTaxType as not needed
   • 202601141619 Found on second import of multi-company import. If posted again went to wrong company

5. 16/12/2025PostTranOnlineVersion 1.0.34

   • 202512152121 Allow any GL on Sales and expenses - Set Tax code
   • 202512152021 Allow any GL on Sales and expenses
   • Added trans ref to POSTED on invoices

6. 30/07/2025PostTranOnlineVersion 1.0.32

   • 20250729 Better cursor positioning after error or finish '202507261512 Add over allocations to Match payments '202507270459 Allocate Overpayments '202507271432 Import Overpayments

7. 12/12/2024PostTranOnlineVersion 1.0.31

   • Fixed problem cause by GL accounts with no Code '202414111050 Blank account code caused account not to be read

8. 02/05/2024POSTTRANONLINEVersion 1.0.30

   • Release to Xero App Store

9. 07/08/2023POSTTRANONLINEVersion 1.0.26

   • Cache window fixes and changes for App Store

10. 02/08/2023POSTTRANONLINEVersion 1.0.21

    • Xero App Store and OpenID implemented

11. 07/07/2023POSTTRANONLINEVersion 1.0.19

    • 202307071142 Handles the X-MinLimit-Remaining limit by waiting for x seconds
    • 202308061619 Delete all cache
    • 202307061619 Revoke token repeats

12. 05/07/2023POSTTRANONLINEVersion 1.0.17

    • Better feed back if nothing to extract
    • Cache forceRefresh was not respected
    • Xero branding

13. 28/04/2023POSTTRANONLINEVersion 1.0.16

    • Cache Improvements

14. 17/04/2023POSTTRANONLINEVersion 1.0.15

    • fixed an issue with ChilkatDotNet46.dll being installed and thus breaking 32/64 bit switch
    • 202304170918 Importing Items set COS if tracked fix
    • 202304170900 For PI needed to default to Inventory Acc
    • 202304170924 Did not allow to book to inventory on PI - fixed
    • 202304170824 Lookup value in other columns above

15. 08/02/2023POSTTRANONLINEVersion 1.0.14

    • Refresh license if gone to portal automatically
    • Sometimes had an exception if because the Header cache was empty on a lookup fixed
    • Contact Search is now sorted before display.
    • Add new help on Xero connections, account creation.
    • New button to connect and Disconnect from Xero
    • Improved the Cache display of updated time
    • Changes to cache code
    • When first opens, selects company better
    • Revoke Token work + App Store refural

16. 31/08/2022POSTTRANONLINEVersion 1.0.11

    • V1.0.10
    • 202208111445 Could not post to a Category from Nominal Journal
    • 202012301050 added tag THProcessType to allow import of Receipts and Payments
    • 202208291025 When importing will skip filtered rows if applied
    • 202208291125 Occasional error for one customer when extracting the Large Price matrix - Excel may be busy and gives an exception

17. 24/11/2020POSTTRANONLINEVersion 1.0.8

    • Added a warning about bulk updates

18. 20/11/2020PostTranOnlineVersion 1.0.7

    • Import Recipts could not set the receip date and improvments in error message

19. 12/11/2020PostTranOnlineVersion 1.0.6

    • 202011121711 - For some reason required Boolen to be filled in. Fixed

20. 12/11/2020POSTTRANONLINEVersion 1.0.5

    • Added Promo codes

21. 22/08/2020POSTTRANONLINEVersion 1.0.2

    • Add Sales Receipt imp[ort and Allocation to Sales invoices

22. 08/07/2020PostTranOnlineVersion 1.0.0

    • First Release