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.
This Xero
integration is no
longer available
for new
connections.
The
feature will
remain for those
who have used it
in the past and
are currently
connected to a
Xero organization
via a Teamwork
project.
You can
check out
Teamwork's invoice
exporting
options here.
Go to
the Finance area of your
project and select the
Billing
subsection.
Select the relevant invoice from the left
pane to view it. You can export open and completed
invoices.
While viewing the invoice, click
the Export Invoice option
in the bottom left.
In the export modal,
select Export to 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