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Xero Accounting Software Live! Sales Pipeline Live!

Xero's accounting software is growing fast, very fast.  And here is how you can catapult your business into the fast lane with WORK[etc] integration with Xero.


I make a point of scheduling any meetings I need to do into a single morning every few weeks.
  Last Wednesday was that morning. 

The interesting thing about last Wednesday was 4 of the 6 people I met talked, completely unprompted, about how Xero (online accounting software) had transformed their business.  One management consultancy even went so far as to credit Xero with helping turn their business around; they now had real transparency into how money flowed in and out of their company.

Xero is clearly a groundswell in the making.  I’ve seen it from our UK customers, our USA customers and last week from our Australian customers.  Now WORK[etc] billing integrates directly with Xero.

Xero is Live!

Set up Xero Integration

As of yesterday you can now automagically send your WORK[etc] invoices directly into Xero.  No more messy CSV file export or imports, or even worse double entry.  WORK[etc] invoices can now flow straight into Xero.

Quickbook users –  please look to the bottom of this post for an announcement.

Sales Pipeline Live!

The other big release from yesterday is our new Sales Pipeline tool.  Here’s how it looks:

Dynamic Sales Pipeline

The sales pipeline tool works by collecting all your lead information and creating a graphic representation.  The higher the dollar amount of potential business in a stage, the greater the volume.  In a typical business, this results in a pipeline or funnel shape, just like the example above.  There is a whole lot of “opportunity” out there but only a small percentage will make it through your sales process to “Sign Contracts”.  And of course, WORK[etc] allows you to customize the number, name and color of the stages you use:

Sneak Preview:  New interface

Come July, we’ll be rolling out a new interface for WORK[etc].  This new interface is a move toward a more modern and easy-on-the eye design – eliminating a lot of the excess white space and focussing on consistency between modules.

New WORK[etc]

See more examples and give your feedback on this feature suggestion post.

Custom Portal for your Site

Do you want to host WORK[etc]’s customer portal, on your own web site?  Customize the look and feel?  And provide your customers with more information?  AvenirIT, Canada, is looking to make the customer portal they developed for their own use, available as a product add-on to WORK[etc].

If this is of interest to your business, check out this forum post and cast your vote.

New Job Postings

We’re now listing our available positions in our forums.  Currently we’re looking for a senior .net engineer.

Quickbooks Beta

We’ve just opened the registration page to participate in the Quckbooks Desktop and Quickbooks Online integrations.

Register your interest here.

See all

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