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Xero Integration

Xero-page

Categories:

XERO + FORECAST

Connect Projects to Accounting

With Forecast for Xero, you're able to integrate your project data into your accounting system seamlessly. Clients in Forecast are connected with clients in Xero. Reported hours and rates, based on the roles and rate cards of the project, are all imported directly into your invoice for easy billing. All relevant data goes directly into your ledger, saving you from wasted time and typing errors.

Synchronize billable hours to Xero, and bill your clients in a matter of minutes

Send invoices through Forecast directly to Xero

Invoicing with Forecast is easier with Xero. With the Xero integration, you can now send invoices through Forecast directly to Xero. Synchronize your billable hours, based on clients and rate cards, create invoices in Xero, and bill your client in a matter of a few minutes.

The Xero integration makes it even easier for deposit invoices for upfront payments. Once activated, we automatically add a new Xero tab to all of your projects. You can manage invoices, view details of previously created invoices, or click an active item to go directly to the invoice in Xero. Please note, the integration does not work on Connected Projects.

This is an example of the overview you get when navigating to the Xero tab.

forecast_xero-overview

Alerts

We have four types of alert symbols as you can see from the image above.

  • Red Triangle: Not paid / Overdue
  • Yellow Triangle: Partly paid
  • Green Checkmark: Paid
  • Red Circle: Cancelled (i.e., Voided) in Xero
  • No Alert: Regular invoice coming up

Invoices and Time Registrations

  • Billed time is locked in Forecast
  • Voiding an invoice will open time registrations in Forecast
  • Deleting an invoice will delete the invoice in Forecast
  • Portfolio Insights on Price and Profit in Forecast

Deposit Invoices

Deposit invoicing, i.e., upfront payments allow your client to pay a portion of your invoice and you receive the remaining balance later. With this integration, the deposit can also be made as a percentage or fixed amount. You can send out invoices to your clients based on your Scoping/Forecasted Price or account for Time & Materials.