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
integrate your projects with Xero and export
invoices to your Xero account.
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.com
project.
You can
check out
Teamwork.com's invoice
exporting
options here.
To use Xero on your projects, you
will first need to enable the integration at
site level.
Click your profile avatar in the bottom left
of your site and select Apps and
integrations from the pop-out
menu.
In the Integrations area, scroll to
the Xero section and click the Enable button.
Enabling at
project level
Once enabled, go to the Settings area
of your project and
select
the Integrations subsection.
Under Xero Invoicing, toggle on the
option in the upper right corner to enable the
integration.
You will be immediately redirected
to Xero's website to log in to the Xero
account you wish to associate with Teamwork.com
and grant permission for the integration to
access your account.
The organization and base currency
(set in Xero) will then be linked to the
project.
Once your project has been connected
to Xero, you will be able to choose Xero Online as
an
export option for your invoices.
For more information, see: Exporting an Invoice to
Xero Online