Xero

WORK[etc] + Xero = 2x Efficiency

WORK[etc] is a powerful, all-in-one business management tool that combines
CRM, Projects, Billing and More.  XERO is the leading, online accounting platform for growing businesses.

When you link Xero with WORK[etc] you have true end-to-end management of your entire business.

The sync between WORK[etc] and Xero occurs automatically in
the background every few minutes as needed. Once setup, there is no user
intervention required to sync invoices from WORK[etc] to Xero.

Currently, best practice is to sync invoices one way, from WORK[etc] to Xero with more options and other scenarios due shortly.

 

The Xero integration is an account wide integration. This means that when you setup the sync, it is active for all user in WORK[etc] as well as Xero.  Any invoices created by any user in WORK[etc] will sync to your Xero account.

Find out more:

Setting up Xero Integration
Using Xero + WORK[etc]

See all

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  2. step

    2

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  3. step

    3

    See It Working

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