Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.

Within Teamwork, you can integrate your projects with Xero and export invoices to your Xero account.

To use Xero on your projects, you will first need to enable the integration at site level.



Click your profile icon in the top right corner of your site and select Apps & Integrations from the dropdown menu.

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In the Integrations area, scroll to the Xero section and click the Enable button.

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Enabling at project level

Once enabled, go to the Settings area of your project and select the Integrations subsection.

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Under Xero Invoicing, toggle on the option in the upper right corner to enable the integration.

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You will be immediately redirected to Xero's website to log in to the Xero account you wish to associate with Teamwork and grant permission for the integration to access your account.

The organization and base currency (set in Xero) will then be linked to the project.

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Once your project has been connected to Xero, you will be able to choose Xero Online as an export option for your invoices.

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For more information, see: Exporting an Invoice to Xero Online