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 choose to export an invoice from a project to your Xero Online 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.
You will first need to enable the Xero integration at site and project level.
Once Xero is enabled, go to the Finance area of your project and switch to the Billing tab. Select the relevant invoice from the left pane to view it.
Click Export Invoice in the invoice's bottom left.
Note: Both open and completed invoices can be exported.
In the export modal, choose Export to Xero Online as the export option and click Export.
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.
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
- 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
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.com will appear as a new line item in the Xero invoice.
While viewing the invoice in Teamwork.com, 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.
Exporting to an existing Xero invoice
In the Export Invoice modal, you can also export your Teamwork.com 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.com invoice will be applied as new line items in the Xero invoice.
For more information, see: Enabling the Xero Integration