Quick answer: With Xero enabled for your site and project, open the project's Finance › Invoices tab, click the three dots on an invoice, and select Export. Choose Export to Xero Online, select a Xero client, and create a new invoice or add to an existing one. You can also export a summarized version of the invoice.
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 Teamwork.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.

How do I 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 Invoices tab. 
  5. On the relevant invoice, click the three dots in the right, and select Export.
  6. Or, click into the relevant invoice, click the three dots in the top right corner, and select Export.
  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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Can I export a summarized invoice to Xero?

Summarize billable time and expenses, giving you more flexibility and control over the details clients see on invoices.
  1. Select Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the project's Finance section
  4. Select the Invoices tab.
  5. Click into the desired invoice, and select Summarize Invoice in the top right corner.
  6. In the window, choose to
    1. Summarize billable time by Task, Task list, Date, and Who
    2. Summarize expenses by Date and Who
    3. Hide the Who and Date columns
    4. Overwrite the Date, Who, Description, Hours/Quantity, and Rate fields as you see fit, without impacting the source data.
  7. Under Export options, select Xero, then Export invoice.
  8. Fill in the relevant fields in the window
  9. Click Export.
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Frequently asked questions

What if I don't have any clients in Xero?

Create them in Xero before completing the export.

Do I need to enable Xero first?

Yes. Xero must be enabled for your site and for the project.

For more information, see: Enabling the Xero Integration