Xero Integration

Xero Integration - Linking your account
Fresh Projects allows for seamless integration with Xero, allowing you to import necessary data from Xero into Fresh Projects as well as post recorded invoi...
Wed, 1 Mar, 2023 at 2:39 PM
Xero Integration - Linking Clients and Suppliers
You will need to link each Client (where you are posting invoices to Xero) and Supplier (where you are posting Supplier Invoices or Bank Account Transaction...
Wed, 1 Mar, 2023 at 2:41 PM
Xero Integration - Linking Expense Types
Go to the settings cog>Expense Types Open the expense type you are looking to link to Xero and click Link next to Xero Expense Account. Follow the...
Wed, 1 Mar, 2023 at 3:19 PM
Xero Integration - Posting an Invoice
Before you can post an invoice to Xero you must have first linked Fresh Projects to Xero and linked the Xero Client for the invoice you wish to post. Go...
Wed, 1 Mar, 2023 at 3:04 PM
Xero Integration - Posting Expenses
To post an expense from Fresh Projects to Xero go to Financials>Invoicing & Expenses. Navigate to the Project Expenses tab and select the line item...
Wed, 1 Mar, 2023 at 3:11 PM