Xero is a cloud-based accounting software
platform that enables you to track your
finances, manage invoices, and reconcile
accounts.
Within Teamwork.com, you can export
an invoice from a project as a
Xero-compatible file.
Go to
the Finance area of your
project and switch to the Billing tab. Select the relevant invoice from the left
pane to view it.
Click Export Invoice
in the invoice's bottom left.
Note: You can export open and completed
invoices.
In the export modal,
select Export to Xero file as the export option and click 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.com 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