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

Featured Posts

4 Time-Saving WORKetc Tricks for Power Users

WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.

Managing the Messes and Insanity of IT Support

IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.

Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM

Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.

CRM with Billing: Big Efficiencies That Mean Money

A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.

Tools of the Trade: What Makes a Good Business Management Platform?

Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.

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