Xero

Xero

What is Xero?

 

Xero is an online accounting software that’s easy to use and designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cash flow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

 

Integration with Xero

 

Xero and connected app integration

When first signing up, it asks you which partner you’d like to integrate with. If you miss that step, then don’t worry, you can always go to Settings > Integrations > pick Xero.

For Xero you need to connect Purchase Inbox with your Xero app. The process is quite straightforward and you only have to do this once. Click Settings > Integrations > pick Xero > click Connect.

After you have done the setup, remember: once the document is created and confirmed (depending if you use invoice approval or not) the purchase invoice will be synchronised to Xero instantly.

 

 

 

How it works with Xero?

Upload your files to Purchase Inbox

It doesn’t matter in what file type your documents are – we’ll take care of it!

Purchase Inbox

With the PDF parser we create invoices, checks, SEPA payment files and ABA files from your uploaded documents.

Xero

With only one click you can send created documents to Xero!

Purchase Inbox synchronises your chart of accounts, tax rates and products. This way, by using Purchase Inbox you can always select information that you have created in Xero. 

 

 

Why you should integrate us with Xero?

Purchase Inbox

Easily gather and archive all purchase invoices – you have your personal email, where suppliers can send purchase invoices.

Invoice approval

Invoice approval is very flexible: add approval rules, send approvals automatically via email (so the manager can approve invoices while waiting for the elevator) etc.

Everything about purchases

Import, manage, automate, pay – Purchase Inbox automates everything about payables! You can even send out supplier balance confirmation letters and see expense reports.

Full B2B purchase automation

Purchase Inbox automates all parts of purchase management: gather/archive documents (100%), approve invoices (100%), create purchase invoices (75%), pay invoices (print checks, create SEPA/ABA files etc; save up to 75%).

NB! You will find more information about our features here.