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

You can export an invoice from a Teamwrok.com project to your Xero Online account.

💡 Xero must first be enabled for your site and the project(s) you want to use it on.

Export an invoice to Xero

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Select the project's Finance tab.
  4. Switch to the Billing subsection. 
  5. Select the relevant invoice from the left panel. You can export open or completed invoices.

  6. Click Export Invoice in the bottom left.

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  7. Select Export to Xero Online as the export option.
  8. Click Export.

  9. Select a client to invoice. If no clients are found, you'll need to create some in Xero before completing the export.
  10. Choose an invoice type:
    1. Create a new invoice.
    2. Add to an existing invoice. 
      1. Select an invoice from the dropdown.
  11. Select Teamwork.com invoice details to be added to the line item descriptions in the Xero invoice.
  12. Click Export.

In Xero, you will see the invoice listed under the associated client. Each expense or time entry added to the invoice in Teamwork.com will appear as a new line item in the Xero invoice.

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In Teamwork.com, a link to the Xero invoice is displayed at the top of the invoice.
  • View: Click the link to open the invoice in your associated Xero account.
  • Unlink: Click the trash can icon to unlink the invoice.
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For more information, see: Enabling the Xero Integration