Fresh Projects allows for seamless integration with Xero, allowing you to import necessary data from Xero into Fresh Projects as well as post recorded invoices and expenses from Fresh Projects to Xero.
Linking your Fresh Projects account to your Xero profile can be done as follows:
- Go to the settings cog>Company Settings.
- Navigate to the Invoicing tab.
- Next to Account Integration, select Xero as your option.
- Next to Xero Organisation(s), you will be asked to choose whether you have a single, or multiple companies in Xero. If the latter applies, you will be able to use your specific classification categories to link to different Xero accounts.
- Thereafter, click Connect to Xero and enter your Xero username and password.
- Once you have entered your credentials, you will need to confirm this by clicking Confirm Xero Connection.
- After logging in you can either use the standard Single Set of Revenue Accounts Only or link multiple Revenue Accounts based on your classification categories.
- Once you have chosen your Revenue Accounts you will need to link the Revenue Types to a specific revenue account in Xero. After clicking on Link you can then select either an existing account or create a new account.
- Once the Revenue Account has been linked, you will be able to customise the Invoice Line Description.
- Now that you have successfully linked your Xero account to you Fresh Projects profile, click Save before exiting the Company Settings.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!