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

Within Teamwork, you can choose to export an invoice from a project to your Xero Online account.

You will first need to enable the Xero integration at site and project level.

Once Xero is enabled, go to the Billing section of your project and select an invoice from the left pane of the open or completed invoices subsection.

Image Placeholder

While viewing the invoice, click the Export Invoice button in the bottom left of the invoice.

Image Placeholder

In the export modal, choose Xero Online as the export option before clicking Export.

Image Placeholder

Once Xero Online has been set up for your site, the export modal will automatically populate the customer field with any existing customers from your Xero account.

Image Placeholder

Invoice options include:

  • Customer to invoice - choose an existing customer from your Xero account to associate with the invoice.
    • If you have not yet added customers to your Xero account, you will see an alert that there are no customers in the account when you try to connect for export. You will need to go to your Xero account and create a customer before being able to export.
  • Invoice type - create a new invoice in Xero or add the invoice items to an existing Xero invoice.
  • Description/notes field contents - choose which invoice properties are exported to Xero. Each selected detail will be added to the line item description in the Xero invoice.
Image Placeholder

Once you have filled out the relevant invoice details, click Export to complete the export to your Xero account.

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

Image Placeholder

While viewing the invoice in Teamwork, you will see a link to the invoice in Xero at the top of the invoice area. Clicking the link will open the invoice in your associated Xero account, while the trash can icon allows you to unlink the invoice.

Image Placeholder

Exporting to an existing Xero invoice

In the Export Invoice modal, you can also export your Teamwork invoice to an existing invoice in your Xero account.

Once you select Add to an existing invoice from the Invoice type dropdown, an additional field will become visible allowing you to select a specific invoice.

Note: Each time you export to an existing invoice, all items from the Teamwork invoice will be applied as new line items in the Xero invoice.

Image Placeholder

For more information, see: Enabling the Xero Integration