We’ve completed a large number of Xero integrations now and integrating invoicing is by far the most frequently requested.
The value of connecting your accounting software with your core operational systems can extend well beyond just invoices and delivers huge efficiencies through the streamlining of your processes.
D+I are Australia’s premier industrial design firm with awards littering their office to prove it. A while back we built them a custom project management system called Pulse which we integrated with Xero.
Suppliers are created in Pulse and automatically synced through to Xero which helps to efficiently match both systems. Once a purchase order is approved it is also synced through to Xero ready to be matched to the corresponding supplier invoice.
Purchase Order Reconciliation
Customer invoices are created in Pulse including the on-charging of third party purchases. The purchase orders are used to manage this and once it’s billed to a customer, Pulse notifies Xero. The benefit of this, is that in the case of a variance between the supplier invoice and the value noted on the purchase order, the team at D+I instantly know if it’s already been invoiced to their customer and if they need to take any action.