Xero

The Encodify Xero integration lets you draft invoices in Encodify and push them through to Xero when ready.

Integration details

Type

Pre-built connector

Category

ERP

BUILT BY

Encodify

SOLUTIONS

Work Management

Capabilities

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About the integration

The Xero connector is an integration between Xero, the cloud accounting software, and the Encodify platform. This helps you automate business workflows between Sales/Account Management and Accounting, increasing efficiency, and reducing the cost and time of invoicing.

With the integration you can

Draft invoices in Encodify and push them to Xero when you are ready to send. The invoice can then be finalized in Xero or sent directly to the customer and the status will automatically be updated in the Encodify platform
Create credit notes in Encodify and push themto Xero so they can be sent to the customer.

About Xero

Xero is a cloud-based accounting software designed for small and medium-sized businesses. It is an online platform that helps business owners manage their financial transactions, such as invoicing, billing, bank reconciliation, and inventory management.

Xero offers a range of features including real-time financial reporting, automated bank feeds, and integration with third-party applications. Users can access their Xero account from anywhere with an internet connection, making it convenient for businesses with multiple locations or remote teams. Xero is used by over 2 million subscribers globally and is known for its user-friendly interface and accessibility.

Requirements

This integration is available as a paid add-on for all Encodify customers.

Resources

You can read more about the Encodify Xero integration here!

Frequently asked questions

How do you synchronize invoices between Encodify and Xero?

Draft the Invoice in Encodify and push to Xero when ready to send. Finalize the Invoice in Xero or send directly to the customer and see the status automatically updated in Encodify.

Xero

About the integration

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Frequently asked questions

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