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
- Is the UnitAmount field tax inclusive or