Xero is cloud based accounting software with over 500,000 subscribers worldwide. It’s simple to use and is accessible anywhere you have an internet connection. Some other great features that are built in to Xero include payroll, bank feeds, customisable reporting and native apps for Android and iOs.
Since the very early days, Xero has had an open API which has allowed companies such as TidyWork to tightly integrate with the platform. TidyWork is a long standing established partner with Xero.
The integration includes TidyWork purchase orders and customers. The tight integration means that there is no double entry of purchase orders and customers, a huge time saver!
You can create a proposal in TidyWork and pick a customer from your Xero database, or alternatively create a new one in either systems, which is then synced automatically.
If you raise a purchase order in TidyWork, you can send it to your accounts payable in Xero and when the project is ready for billing, just the one click will create a draft or final invoice in Xero ready for your normal billing process.
Logged time, expenses and materials can automatically create Invoices and Purchase Orders – ready for processing when you are!
Step 1. Sign in to your TidyWork account
Step 2. Go to 'Global Settings' at the top of your browser window
Step 3. Locate the ‘Xero’ section in the 'organization' tab of 'Global Settings' and click on it
Step 4. You will now see a green button ‘Connect to Xero”
Step 5. Clicking the button will open a new browser window where you’ll be asked to authenticate with Xero (just follow the prompts)
Step 6. You have now connected TidyWork with Xero!
Read more about the Xero integration on our support pages.
A developer can use the TidyWork API to integrate with your preferred accounting software of choice. Read more about our developer API.
The team at TidyWork can most definitely help you configure & optimise TidyWork, but we do not pretend to be experts on other solutions. Luckily, we have some fantastic cloud integration partners all around the world that will fill that gap! Find the integration partner nearest you.