Fresh Projects

00:00: Fresh Projects allows for a seamless integration with Xero,

00:03: allowing you to post recorded invoices and expenses from Fresh Projects to Xero.

00:08: Let's take a look at how to link your account...

00:12: Click on "Settings" in the Main Menu.

00:16: Then,

00:17: click "Integrations".

00:19: If you do not see the Integrations option by default,

00:23: you will need to grant yourself the 'Integrations' permission on the Employee

00:27: Permissions page.

00:28: Alternatively,

00:30: feel free to contact the Support team for assistance.

00:34: On the Accounting integration option,

00:36: click "Connect".

00:39: Now,

00:40: click "Connect to Xero.

00:43: Proceed with entering your credentials in the pop up, to login to Xero.

00:49: Authorize access to Fresh Projects by clicking "Allow access".

00:54: Now, click "Check connection" to ensure the accounting integration is properly

00:59: established.

01:01: You can now select your desired Invoice status when posting to Xero.

01:06: Select from the following options:

01:08: Draft, Awaiting Approval or Awaiting Payment.

01:13: Using the dropdown,

01:14: you will now need to link the Revenue Types to a specific revenue account in Xero.

01:20: This list will differ per user,

01:22: based on the accounts you have set up in Xero.

01:26: You can now epeat this step for Lump Sum Fee,

01:28: Time Based Fee and Disbursements.

01:32: Finally,

01:33: click "Save"

01:35: You have now successfully linked your Xero account to Fresh Projects.