How to Integrate with Xero

Once you have logged in, click the Settings then click on Billable Companies. 

Select Integrations.

Click on Integrate with Xero.

You will be navigated to the Xero login page. Enter your Xero login credentials (i.e. your email address and password) and click Log In. L After you've successfully logged in, look for a drop-down menu that lists your Xero accounts. Select the account you want to integrate with. Follow any additional prompts or instructions to complete the integration process 

Look for the green message that confirms the integration with Xero has been completed. All invoices will now be pushed to Xero under bills.  

Click here to link staff and shift types to Xero. This will need to be done before you can push timesheets to Xero.

Click here if you need to add a supplier and the associated purchase types.

Click here if you haven't linked suppliers to Xero.