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LITE 2017 – Integrating Xero and Administrate [Heather Bayfield & Troy Michels]

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LITE 2017 – Integrating Xero and Administrate [Heather Bayfield & Troy Michels]

  1. 1. Xero and Administrate
  2. 2. Agenda Why Xero? Integration overview Invoices Payments Credit Notes Sync Centre
  3. 3. Why Xero?
  4. 4. Integration Benefits Seamless synchronisation means less exporting manually and more time to focus on the big things Manage Invoices and Financial Documents, all in one place (no checking that systems match up) World-class industry standard package to manage your finances, supported by a community of experts Save time Get in control Gain peace of mind
  5. 5. Integration overview
  6. 6. Setting up
  7. 7. All flows Invoices Payments Credit Notes
  8. 8. All flows ADM Xero Drafts Finalised invoicesInvoices Credit Notes Payments
  9. 9. All flows ADM Xero Drafts Finalised invoicesInvoices Credit Notes Payments Paid status Payments
  10. 10. All flows ADM Xero Drafts Finalised invoices Credit Note Credit Notes Invoices Credit Notes Payments Paid status Payments
  11. 11. All flows Edits Edits Edits ADM Xero Drafts Finalised invoices Paid status Payments Credit Note Credit Notes Invoices Credit Notes Payments
  12. 12. Raise Draft ADM Xero Finalise Pushed as Finalised Send to customer Receive paymentInvoice marked as paid Make some adjustmentsAdjustments synced Invoice and Payments flow
  13. 13. Raise credit noteCredit note synced Customer cancels Credit Notes flow (1) ADM Xero Invoice becomes Cleared
  14. 14. Pushed as finalisedDraft invoice Customer has a pre- existing credit note to spend Credit Notes flow (2) ADM Xero Customer receives invoice Credit is appliedInvoice cleared
  15. 15. Invoices
  16. 16. Payments
  17. 17. Credit Notes
  18. 18. Sync Centre
  19. 19. Homepage Gadget
  20. 20. Thanks!

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