Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
Within Teamwork, you can export an invoice from a project as a
Xero-compatible file.
To do this, go to the Billing area of
your project and and select the
invoice you wish to export from the left
sidebar.
You can choose to
export both open and completed
invoices.
While viewing the invoice, click
the Export Invoice option
in the bottom left.
In the export modal,
select Xero file as the export option
before
clicking Export.
Enter the customer name that will be used
as a contact in Xero. You can also specify
a date format and tax type here. The date format should be dd/mm/yyyy.
Click Generate File to download the
file.
Once your Xero compatible file (.CSV) is
downloaded, go to your Xero account to
import the invoice.
In the Sales overview area,
select Import at the top
of the screen.
Locate
your downloaded Teamwork invoice file and click
Import.
You
will have some additional options
while completing the
import:
- Update contact address details?
- Ignore all address details or update
contacts with imported address
details
- Is the UnitAmount field tax inclusive or
exclusive?
Xero also have some further
information on invoice imports here.
For more information, see: Exporting an Invoice